Lazard Asset Management
BBT

Lazard Asset Management’s Beacon Financial Corp BBT Stock Holding History

Lazard Asset Management’s Portfolio BBT Stock Details BBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,425
Closed -$71K – 2269
2023
Q2 		$71K Buy
3,425
+1,798
+111% +$38.8K ﹤0.01% 1706
2023
Q1 		$40K Hold
1,627
– – ﹤0.01% 1859
2022
Q4 		$48K Sell
1,627
-1,258
-44% -$37K ﹤0.01% 1833
2022
Q3 		$78K Buy
2,885
+290
+11% +$8.09K ﹤0.01% 1587
2022
Q2 		$64K Buy
2,595
+1,359
+110% +$35.2K ﹤0.01% 1698
2022
Q1 		$35K Buy
+1,236
New +$37.2K ﹤0.01% 1905

Other funds holding BBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management's BBT Position: Q3 2023 in Review

Lazard Asset Management sold out of Beacon Financial Corp (BBT) in Q3 2023, closing a stake of 3,425 shares — an estimated $71K sold.

Lazard Asset Management first reported a position in BBT in Q1 2022 and held it in 6 quarters. The position peaked at $78K in Q3 2022. 172 funds tracked by Wall St. Rank hold BBT as of Q3 2023.

  • Lazard Asset Management reported no remaining Beacon Financial Corp position as of Q3 2023 after selling out during the quarter.
  • Lazard Asset Management sold 3,425 Beacon Financial Corp shares in Q3 2023, an estimated $71K.
  • Lazard Asset Management first reported a position in Beacon Financial Corp in Q1 2022 and held it in 6 quarters.
  • Lazard Asset Management's Beacon Financial Corp position peaked at $78K in Q3 2022.
  • 172 funds tracked by Wall St. Rank held Beacon Financial Corp as of Q3 2023.

Based on Lazard Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.