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M3F Inc’s Orange County Bancorp OBT Stock Holding History

M3F Inc’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
Q1 		– Sell
-161,732
Closed -$3.77M – 43
2022
Q4 		$3.77M Sell
161,732
-59,044
-27% -$1.34M 1.15% 30
2022
Q3 		$4.25M Sell
220,776
-90,536
-29% -$1.66M 1.49% 25
2022
Q2 		$5.91M Sell
311,312
-45,808
-13% -$869K 1.92% 24
2022
Q1 		$7.14M Sell
357,120
-102
-0% -$2.08K 2.38% 18
2021
Q4 		$7.08M Buy
357,222
+5,332
+2% +$99.4K 2.38% 16
2021
Q3 		$6.18M Buy
+351,890
New +$6.06M 2.03% 20

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

M3F Inc's OBT Position: Q1 2023 in Review

M3F Inc sold out of Orange County Bancorp (OBT) in Q1 2023, closing a stake of 161,732 shares — an estimated $3.77M sold.

M3F Inc first reported a position in OBT in Q3 2021 and held it in 6 quarters. The position peaked at $7.14M in Q1 2022. 36 funds tracked by Wall St. Rank hold OBT as of Q1 2023.

  • M3F Inc reported no remaining Orange County Bancorp position as of Q1 2023 after selling out during the quarter.
  • M3F Inc sold 161,732 Orange County Bancorp shares in Q1 2023, an estimated $3.77M.
  • M3F Inc first reported a position in Orange County Bancorp in Q3 2021 and held it in 6 quarters.
  • M3F Inc's Orange County Bancorp position peaked at $7.14M in Q1 2022.
  • 36 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2023.

Based on M3F Inc's 13F filing for Q1 2023, filed 12 May 2023.