Lazard Asset Management
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Lazard Asset Management’s Utah Medical Products UTMD Stock Holding History

Lazard Asset Management’s Portfolio UTMD Stock Details UTMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,225
Closed -$148K – 2551
2024
Q3 		$148K Sell
2,225
-1,536
-41% -$104K ﹤0.01% 1680
2024
Q2 		$251K Buy
3,761
+2,160
+135% +$147K ﹤0.01% 1489
2024
Q1 		$113K Sell
1,601
-84
-5% -$6.3K ﹤0.01% 1495
2023
Q4 		$141K Buy
1,685
+1,401
+493% +$116K ﹤0.01% 1519
2023
Q3 		$24K Sell
284
-1,405
-83% -$130K ﹤0.01% 2076
2023
Q2 		$157K Hold
1,689
– – ﹤0.01% 1419
2023
Q1 		$160K Buy
1,689
+71
+4% +$6.53K ﹤0.01% 1367
2022
Q4 		$162K Buy
1,618
+248
+18% +$22.6K ﹤0.01% 1345
2022
Q3 		$116K Hold
1,370
– – ﹤0.01% 1418
2022
Q2 		$117K Buy
1,370
+533
+64% +$45.5K ﹤0.01% 1461
2022
Q1 		$75K Buy
837
+147
+21% +$13.5K ﹤0.01% 1534
2021
Q4 		$69K Hold
690
– – ﹤0.01% 1594
2021
Q3 		$64K Buy
+690
New +$61K ﹤0.01% 1569
2021
Q2 		– Sell
-165
Closed -$14K – 2084
2021
Q1 		$14K Hold
165
– – ﹤0.01% 1755
2020
Q4 		$13K Sell
165
-292
-64% -$24.9K ﹤0.01% 1759
2020
Q3 		$36K Sell
457
-308
-40% -$25.6K ﹤0.01% 1285
2020
Q2 		$67K Hold
765
– – ﹤0.01% 1141
2020
Q1 		$71K Buy
765
+584
+323% +$54.3K ﹤0.01% 1077
2019
Q4 		$19K Buy
181
+162
+853% +$16.4K ﹤0.01% 1250
2019
Q3 		$1K Buy
+19
New +$1.77K ﹤0.01% 1444
2019
Q2 		– Sell
-155,262
Closed -$13.7M – 1253
2019
Q1 		$13.7M Sell
155,262
-32,100
-17% -$2.82M 0.02% 367
2018
Q4 		$15.6M Buy
187,362
+6,600
+4% +$581K 0.03% 320
2018
Q3 		$17M Buy
180,762
+42,500
+31% +$4.06M 0.03% 334
2018
Q2 		$15.2M Buy
138,262
+25,462
+23% +$2.66M 0.03% 346
2018
Q1 		$11.2M Buy
+112,800
New +$10.1M 0.02% 413

Other funds holding UTMD

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lazard Asset Management sold out of Utah Medical Products (UTMD) in Q4 2024, closing a stake of 2,225 shares — an estimated $148K sold.

Lazard Asset Management first reported a position in UTMD in Q1 2018 and held it in 25 quarters. The position peaked at $17M in Q3 2018. 112 funds tracked by Wall St. Rank hold UTMD as of Q4 2024.

  • Lazard Asset Management reported no remaining Utah Medical Products position as of Q4 2024 after selling out during the quarter.
  • Lazard Asset Management sold 2,225 Utah Medical Products shares in Q4 2024, an estimated $148K.
  • Lazard Asset Management first reported a position in Utah Medical Products in Q1 2018 and held it in 25 quarters.
  • Lazard Asset Management's Utah Medical Products position peaked at $17M in Q3 2018.
  • 112 funds tracked by Wall St. Rank held Utah Medical Products as of Q4 2024.

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