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New York Life Investment Management’s NBT Bancorp NBTB Stock Holding History

New York Life 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
Q1 		– Sell
-15,701
Closed -$682K – 1322
2022
Q4 		$682K Buy
15,701
+1,685
+12% +$74.3K 0.01% 694
2022
Q3 		$532K Buy
14,016
+1,109
+9% +$43.8K 0.01% 705
2022
Q2 		$485K Buy
+12,907
New +$468K 0.01% 741

Other funds holding NBTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New York Life Investment Management's NBTB Position: Q1 2023 in Review

New York Life Investment Management sold out of NBT Bancorp (NBTB) in Q1 2023, closing a stake of 15,701 shares — an estimated $682K sold.

New York Life Investment Management first reported a position in NBTB in Q2 2022 and held it in 3 quarters. The position peaked at $682K in Q4 2022. 182 funds tracked by Wall St. Rank hold NBTB as of Q1 2023.

  • New York Life Investment Management reported no remaining NBT Bancorp position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 15,701 NBT Bancorp shares in Q1 2023, an estimated $682K.
  • New York Life Investment Management first reported a position in NBT Bancorp in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's NBT Bancorp position peaked at $682K in Q4 2022.
  • 182 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.