Vigilant Capital Management’s NBT Bancorp NBTB Stock Holding History

Vigilant Capital 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	-654	Closed	-$28K	–	480
2022 Q4	$28K	Hold	654	–	–	﹤0.01%	309
2022 Q3	$25K	Hold	654	–	–	﹤0.01%	360
2022 Q2	$25K	Hold	654	–	–	﹤0.01%	343
2022 Q1	$24K	Sell	654 -266	-29%	-$10.3K	﹤0.01%	365
2021 Q4	$35K	Hold	920	–	–	﹤0.01%	349
2021 Q3	$33K	Buy	+920	New	+$32.3K	﹤0.01%	308
2018 Q1	–	Sell	-1,019	Closed	-$37K	–	450
2017 Q4	$37K	Buy	+1,019	New	+$38.4K	﹤0.01%	249

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Vigilant Capital Management's NBTB Position: Q1 2023 in Review

Vigilant Capital Management sold out of NBT Bancorp (NBTB) in Q1 2023, closing a stake of 654 shares — an estimated $28K sold.

Vigilant Capital Management first reported a position in NBTB in Q4 2017 and held it in 7 quarters. The position peaked at $37K in Q4 2017. 182 funds tracked by Wall St. Rank hold NBTB as of Q1 2023.

Vigilant Capital Management reported no remaining NBT Bancorp position as of Q1 2023 after selling out during the quarter.
Vigilant Capital Management sold 654 NBT Bancorp shares in Q1 2023, an estimated $28K.
Vigilant Capital Management first reported a position in NBT Bancorp in Q4 2017 and held it in 7 quarters.
Vigilant Capital Management's NBT Bancorp position peaked at $37K in Q4 2017.
182 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2023.

Based on Vigilant Capital Management's 13F filing for Q1 2023, filed 1 May 2023.