Longfellow Investment Management’s NBT Bancorp NBTB Stock Holding History

Longfellow Investment Management’s Portfolio NBTB Stock Details NBTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-857	Closed	–	–	266
2023 Q3	$0	Buy	+857	New	+$29.3K	﹤0.01%	258

Other funds holding NBTB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Longfellow Investment Management's NBTB Position: Q4 2023 in Review

Longfellow Investment Management sold out of NBT Bancorp (NBTB) in Q4 2023, closing a stake of 857 shares.

Longfellow Investment Management first reported a position in NBTB in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 188 funds tracked by Wall St. Rank hold NBTB as of Q4 2023.

Longfellow Investment Management reported no remaining NBT Bancorp position as of Q4 2023 after selling out during the quarter.
Longfellow Investment Management sold 857 NBT Bancorp shares in Q4 2023.
Longfellow Investment Management first reported a position in NBT Bancorp in Q3 2023 and held it in 1 quarter.
Longfellow Investment Management's NBT Bancorp position peaked at $0 in Q3 2023.
188 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2023.

Based on Longfellow Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.