Lazard Asset Management’s Towne Bank TOWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,081	Closed	-$28K	–	2537
2023 Q1	$28K	Buy	+1,081	New	+$31.9K	﹤0.01%	1968
2022 Q3	–	Sell	-2,701	Closed	-$73K	–	2555
2022 Q2	$73K	Buy	+2,701	New	+$77.1K	﹤0.01%	1643
2022 Q1	–	Sell	-843	Closed	-$26K	–	2528
2021 Q4	$26K	Hold	843	–	–	﹤0.01%	1991
2021 Q3	$26K	Buy	+843	New	+$25.4K	﹤0.01%	1954

Other funds holding TOWN

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

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

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

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

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

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

Lazard Asset Management's TOWN Position: Q2 2023 in Review

Lazard Asset Management sold out of Towne Bank (TOWN) in Q2 2023, closing a stake of 1,081 shares — an estimated $28K sold.

Lazard Asset Management first reported a position in TOWN in Q3 2021 and held it in 4 quarters. The position peaked at $73K in Q2 2022. 184 funds tracked by Wall St. Rank hold TOWN as of Q2 2023.

Lazard Asset Management reported no remaining Towne Bank position as of Q2 2023 after selling out during the quarter.
Lazard Asset Management sold 1,081 Towne Bank shares in Q2 2023, an estimated $28K.
Lazard Asset Management first reported a position in Towne Bank in Q3 2021 and held it in 4 quarters.
Lazard Asset Management's Towne Bank position peaked at $73K in Q2 2022.
184 funds tracked by Wall St. Rank held Towne Bank as of Q2 2023.

Based on Lazard Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.