Lazard Asset Management’s Orange County Bancorp OBT Stock Holding History

Lazard Asset Management’s Portfolio OBT Stock Details OBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,670	Closed	-$80K	–	2456
2024 Q3	$80K	Buy	2,670 +18	+0.7%	+$505	﹤0.01%	1825
2024 Q2	$70K	Sell	2,652 -1,348	-34%	-$31.7K	﹤0.01%	1856
2024 Q1	$92K	Sell	4,000 -196	-5%	-$4.66K	﹤0.01%	1561
2023 Q4	$126K	Buy	4,196 +26	+0.6%	+$623	﹤0.01%	1565
2023 Q3	$90K	Buy	+4,170	New	+$91.1K	﹤0.01%	1671
2023 Q2	–	Sell	-726	Closed	-$15K	–	2471
2023 Q1	$15K	Buy	+726	New	+$18.1K	﹤0.01%	2095

Other funds holding OBT

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Lazard Asset Management sold out of Orange County Bancorp (OBT) in Q4 2024, closing a stake of 2,670 shares — an estimated $80K sold.

Lazard Asset Management first reported a position in OBT in Q1 2023 and held it in 6 quarters. The position peaked at $126K in Q4 2023. 65 funds tracked by Wall St. Rank hold OBT as of Q4 2024.

Lazard Asset Management reported no remaining Orange County Bancorp position as of Q4 2024 after selling out during the quarter.
Lazard Asset Management sold 2,670 Orange County Bancorp shares in Q4 2024, an estimated $80K.
Lazard Asset Management first reported a position in Orange County Bancorp in Q1 2023 and held it in 6 quarters.
Lazard Asset Management's Orange County Bancorp position peaked at $126K in Q4 2023.
65 funds tracked by Wall St. Rank held Orange County Bancorp as of Q4 2024.

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