Lazard Asset Management’s Preferred Bank PFBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-66	Closed	-$4K	–	2405
2024 Q2	$4K	Sell	66 -258	-80%	-$19.5K	﹤0.01%	2073
2024 Q1	$24K	Sell	324 -430	-57%	-$31.1K	﹤0.01%	1821
2023 Q4	$55K	Buy	754 +85	+13%	+$5.54K	﹤0.01%	1866
2023 Q3	$41K	Hold	669	–	–	﹤0.01%	1909
2023 Q2	$36K	Hold	669	–	–	﹤0.01%	1934
2023 Q1	$36K	Hold	669	–	–	﹤0.01%	1898
2022 Q4	$49K	Hold	669	–	–	﹤0.01%	1824
2022 Q3	$43K	Buy	669 +240	+56%	+$16.7K	﹤0.01%	1864
2022 Q2	$29K	Hold	429	–	–	﹤0.01%	2022
2022 Q1	$31K	Hold	429	–	–	﹤0.01%	1952
2021 Q4	$30K	Hold	429	–	–	﹤0.01%	1937
2021 Q3	$28K	Sell	429 -44	-9%	-$2.7K	﹤0.01%	1914
2021 Q2	$29K	Hold	473	–	–	﹤0.01%	1785
2021 Q1	$30K	Buy	+473	New	+$26.7K	﹤0.01%	1647

Other funds holding PFBC

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management's PFBC Position: Q3 2024 in Review

Lazard Asset Management sold out of Preferred Bank (PFBC) in Q3 2024, closing a stake of 66 shares — an estimated $4K sold.

Lazard Asset Management first reported a position in PFBC in Q1 2021 and held it in 14 quarters. The position peaked at $55K in Q4 2023. 216 funds tracked by Wall St. Rank hold PFBC as of Q3 2024.

Lazard Asset Management reported no remaining Preferred Bank position as of Q3 2024 after selling out during the quarter.
Lazard Asset Management sold 66 Preferred Bank shares in Q3 2024, an estimated $4K.
Lazard Asset Management first reported a position in Preferred Bank in Q1 2021 and held it in 14 quarters.
Lazard Asset Management's Preferred Bank position peaked at $55K in Q4 2023.
216 funds tracked by Wall St. Rank held Preferred Bank as of Q3 2024.

Based on Lazard Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.