Washington Trust’s NBT Bancorp NBTB Stock Holding History

Washington Trust’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
2021 Q4	–	Sell	-14,000	Closed	-$506K	–	1035
2021 Q3	$506K	Hold	14,000	–	–	0.01%	219
2021 Q2	$504K	Hold	14,000	–	–	0.01%	210
2021 Q1	$559K	Hold	14,000	–	–	0.02%	202
2020 Q4	$449K	Hold	14,000	–	–	0.01%	207
2020 Q3	$375K	Hold	14,000	–	–	0.01%	210
2020 Q2	$431K	Hold	14,000	–	–	0.02%	189
2020 Q1	$453K	Hold	14,000	–	–	0.02%	204
2019 Q4	$568K	Buy	+14,000	New	+$549K	0.02%	172

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Washington Trust's NBTB Position: Q4 2021 in Review

Washington Trust sold out of NBT Bancorp (NBTB) in Q4 2021, closing a stake of 14,000 shares — an estimated $506K sold.

Washington Trust first reported a position in NBTB in Q4 2019 and held it in 8 quarters. The position peaked at $568K in Q4 2019. 183 funds tracked by Wall St. Rank hold NBTB as of Q4 2021.

Washington Trust reported no remaining NBT Bancorp position as of Q4 2021 after selling out during the quarter.
Washington Trust sold 14,000 NBT Bancorp shares in Q4 2021, an estimated $506K.
Washington Trust first reported a position in NBT Bancorp in Q4 2019 and held it in 8 quarters.
Washington Trust's NBT Bancorp position peaked at $568K in Q4 2019.
183 funds tracked by Wall St. Rank held NBT Bancorp as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.