ORG Partners’s Origin Bancorp OBK Stock Holding History

ORG Partners’s Portfolio OBK Stock Details OBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-14,866	Closed	-$436K	–	1525
2023 Q2	$436K	Hold	14,866	–	–	0.07%	237
2023 Q1	$478K	Buy	+14,866	New	+$546K	0.12%	112

Other funds holding OBK

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

ORG Partners's OBK Position: Q3 2023 in Review

ORG Partners sold out of Origin Bancorp (OBK) in Q3 2023, closing a stake of 14,866 shares — an estimated $436K sold.

ORG Partners first reported a position in OBK in Q1 2023 and held it in 2 quarters. The position peaked at $478K in Q1 2023. 118 funds tracked by Wall St. Rank hold OBK as of Q3 2023.

ORG Partners reported no remaining Origin Bancorp position as of Q3 2023 after selling out during the quarter.
ORG Partners sold 14,866 Origin Bancorp shares in Q3 2023, an estimated $436K.
ORG Partners first reported a position in Origin Bancorp in Q1 2023 and held it in 2 quarters.
ORG Partners's Origin Bancorp position peaked at $478K in Q1 2023.
118 funds tracked by Wall St. Rank held Origin Bancorp as of Q3 2023.

Based on ORG Partners's 13F filing for Q3 2023, filed 3 Nov 2023.