Lazard Asset Management
EBTC

Lazard Asset Management’s Enterprise Bancorp EBTC Stock Holding History

Lazard Asset Management’s Portfolio EBTC Stock Details EBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-381
Closed -$10K – 2304
2023
Q3 		$10K Hold
381
– – ﹤0.01% 2141
2023
Q2 		$11K Hold
381
– – ﹤0.01% 2175
2023
Q1 		$11K Hold
381
– – ﹤0.01% 2118
2022
Q4 		$13K Buy
+381
New +$12.6K ﹤0.01% 2178
2020
Q2 		– Sell
-496
Closed -$13K – 1645
2020
Q1 		$13K Buy
+496
New +$14.7K ﹤0.01% 1490

Other funds holding EBTC

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
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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management's EBTC Position: Q4 2023 in Review

Lazard Asset Management sold out of Enterprise Bancorp (EBTC) in Q4 2023, closing a stake of 381 shares — an estimated $10K sold.

Lazard Asset Management first reported a position in EBTC in Q1 2020 and held it in 5 quarters. The position peaked at $13K in Q4 2022. 67 funds tracked by Wall St. Rank hold EBTC as of Q4 2023.

  • Lazard Asset Management reported no remaining Enterprise Bancorp position as of Q4 2023 after selling out during the quarter.
  • Lazard Asset Management sold 381 Enterprise Bancorp shares in Q4 2023, an estimated $10K.
  • Lazard Asset Management first reported a position in Enterprise Bancorp in Q1 2020 and held it in 5 quarters.
  • Lazard Asset Management's Enterprise Bancorp position peaked at $13K in Q4 2022.
  • 67 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q4 2023.

Based on Lazard Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.