Lazard Asset Management
PINE

Lazard Asset Management’s Alpine Income Property Trust PINE Stock Holding History

Lazard Asset Management’s Portfolio PINE Stock Details PINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,674
Closed -$27K – 2433
2023
Q2 		$27K Sell
1,674
-3,792
-69% -$60.3K ﹤0.01% 2041
2023
Q1 		$91K Buy
5,466
+1,894
+53% +$35.2K ﹤0.01% 1565
2022
Q4 		$68K Buy
3,572
+447
+14% +$8.09K ﹤0.01% 1675
2022
Q3 		$50K Buy
+3,125
New +$56.2K ﹤0.01% 1803

Other funds holding PINE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JCG
John C. Goff $70.7M AUM 4.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Lazard Asset Management's PINE Position: Q3 2023 in Review

Lazard Asset Management sold out of Alpine Income Property Trust (PINE) in Q3 2023, closing a stake of 1,674 shares — an estimated $27K sold.

Lazard Asset Management first reported a position in PINE in Q3 2022 and held it in 4 quarters. The position peaked at $91K in Q1 2023. 80 funds tracked by Wall St. Rank hold PINE as of Q3 2023.

  • Lazard Asset Management reported no remaining Alpine Income Property Trust position as of Q3 2023 after selling out during the quarter.
  • Lazard Asset Management sold 1,674 Alpine Income Property Trust shares in Q3 2023, an estimated $27K.
  • Lazard Asset Management first reported a position in Alpine Income Property Trust in Q3 2022 and held it in 4 quarters.
  • Lazard Asset Management's Alpine Income Property Trust position peaked at $91K in Q1 2023.
  • 80 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q3 2023.

Based on Lazard Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.