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HRT Financial’s Orange County Bancorp OBT Stock Holding History

HRT Financial’s Portfolio OBT Stock Details OBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-22,970
Closed -$505K – 3012
2023
Q1 		$505K Buy
+22,970
New +$573K 0.01% 1380

Other funds holding OBT

HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HRT Financial's OBT Position: Q2 2023 in Review

HRT Financial sold out of Orange County Bancorp (OBT) in Q2 2023, closing a stake of 22,970 shares — an estimated $505K sold.

HRT Financial first reported a position in OBT in Q1 2023 and held it in 1 quarter. The position peaked at $505K in Q1 2023. 44 funds tracked by Wall St. Rank hold OBT as of Q2 2023.

  • HRT Financial reported no remaining Orange County Bancorp position as of Q2 2023 after selling out during the quarter.
  • HRT Financial sold 22,970 Orange County Bancorp shares in Q2 2023, an estimated $505K.
  • HRT Financial first reported a position in Orange County Bancorp in Q1 2023 and held it in 1 quarter.
  • HRT Financial's Orange County Bancorp position peaked at $505K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2023.

Based on HRT Financial's 13F filing for Q2 2023, filed 11 Aug 2023.