Lazard Asset Management
PFIS icon

Lazard Asset Management’s Peoples Financial Services PFIS Stock Holding History

Lazard Asset Management’s Portfolio PFIS Stock Details PFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-113
Closed -$5K – 2487
2022
Q4 		$5K Hold
113
– – ﹤0.01% 2252
2022
Q3 		$5K Hold
113
– – ﹤0.01% 2186
2022
Q2 		$6K Sell
113
-588
-84% -$29.9K ﹤0.01% 2241
2022
Q1 		$35K Hold
701
– – ﹤0.01% 1912
2021
Q4 		$36K Buy
+701
New +$33.8K ﹤0.01% 1867

Other funds holding PFIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFSC
Peoples Financial Services Corp Dunmore, Pennsylvania $211M AUM 25.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lazard Asset Management's PFIS Position: Q1 2023 in Review

Lazard Asset Management sold out of Peoples Financial Services (PFIS) in Q1 2023, closing a stake of 113 shares — an estimated $5K sold.

Lazard Asset Management first reported a position in PFIS in Q4 2021 and held it in 5 quarters. The position peaked at $36K in Q4 2021. 61 funds tracked by Wall St. Rank hold PFIS as of Q1 2023.

  • Lazard Asset Management reported no remaining Peoples Financial Services position as of Q1 2023 after selling out during the quarter.
  • Lazard Asset Management sold 113 Peoples Financial Services shares in Q1 2023, an estimated $5K.
  • Lazard Asset Management first reported a position in Peoples Financial Services in Q4 2021 and held it in 5 quarters.
  • Lazard Asset Management's Peoples Financial Services position peaked at $36K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held Peoples Financial Services as of Q1 2023.

Based on Lazard Asset Management's 13F filing for Q1 2023, filed 15 May 2023.