Lazard Asset Management
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Lazard Asset Management’s Merchants Bancorp MBIN Stock Holding History

Lazard Asset Management’s Portfolio MBIN Stock Details MBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-23,377
Closed -$1.05M – 2432
2024
Q3 		$1.05M Buy
23,377
+6,618
+39% +$294K ﹤0.01% 1060
2024
Q2 		$679K Buy
16,759
+10,094
+151% +$414K ﹤0.01% 1091
2024
Q1 		$287K Buy
6,665
+5,445
+446% +$228K ﹤0.01% 1195
2023
Q4 		$51K Buy
+1,220
New +$40.1K ﹤0.01% 1887
2023
Q3 		– Sell
-2,065
Closed -$52K – 2396
2023
Q2 		$52K Buy
2,065
+88
+4% +$2.18K ﹤0.01% 1826
2023
Q1 		$51K Buy
1,977
+1,088
+122% +$30.1K ﹤0.01% 1789
2022
Q4 		$21K Buy
889
+32
+4% +$779 ﹤0.01% 2124
2022
Q3 		$19K Buy
+857
New +$21.9K ﹤0.01% 2094
2021
Q3 		– Sell
-2,624
Closed -$68K – 2231
2021
Q2 		$68K Hold
2,624
– – ﹤0.01% 1471
2021
Q1 		$73K Hold
2,624
– – ﹤0.01% 1286
2020
Q4 		$48K Hold
2,624
– – ﹤0.01% 1403
2020
Q3 		$34K Sell
2,624
-61
-2% -$772 ﹤0.01% 1296
2020
Q2 		$33K Sell
2,685
-320
-11% -$3.38K ﹤0.01% 1334
2020
Q1 		$30K Buy
+3,005
New +$36.9K ﹤0.01% 1351

Other funds holding MBIN

EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lazard Asset Management's MBIN Position: Q4 2024 in Review

Lazard Asset Management sold out of Merchants Bancorp (MBIN) in Q4 2024, closing a stake of 23,377 shares — an estimated $1.05M sold.

Lazard Asset Management first reported a position in MBIN in Q1 2020 and held it in 14 quarters. The position peaked at $1.05M in Q3 2024. 170 funds tracked by Wall St. Rank hold MBIN as of Q4 2024.

  • Lazard Asset Management reported no remaining Merchants Bancorp position as of Q4 2024 after selling out during the quarter.
  • Lazard Asset Management sold 23,377 Merchants Bancorp shares in Q4 2024, an estimated $1.05M.
  • Lazard Asset Management first reported a position in Merchants Bancorp in Q1 2020 and held it in 14 quarters.
  • Lazard Asset Management's Merchants Bancorp position peaked at $1.05M in Q3 2024.
  • 170 funds tracked by Wall St. Rank held Merchants Bancorp as of Q4 2024.

Based on Lazard Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.