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Simplicity Solutions’s Orange County Bancorp OBT Stock Holding History

Simplicity Solutions’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
-10,000
Closed -$220K – 1167
2023
Q1 		$220K Buy
+10,000
New +$250K 0.01% 972

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

Simplicity Solutions's OBT Position: Q2 2023 in Review

Simplicity Solutions sold out of Orange County Bancorp (OBT) in Q2 2023, closing a stake of 10,000 shares — an estimated $220K sold.

Simplicity Solutions first reported a position in OBT in Q1 2023 and held it in 1 quarter. The position peaked at $220K in Q1 2023. 44 funds tracked by Wall St. Rank hold OBT as of Q2 2023.

  • Simplicity Solutions reported no remaining Orange County Bancorp position as of Q2 2023 after selling out during the quarter.
  • Simplicity Solutions sold 10,000 Orange County Bancorp shares in Q2 2023, an estimated $220K.
  • Simplicity Solutions first reported a position in Orange County Bancorp in Q1 2023 and held it in 1 quarter.
  • Simplicity Solutions's Orange County Bancorp position peaked at $220K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.