Lazard Asset Management
WASH icon

Lazard Asset Management’s Washington Trust Bancorp WASH Stock Holding History

Lazard Asset Management’s Portfolio WASH Stock Details WASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-581
Closed -$27K – 2580
2022
Q3 		$27K Buy
+581
New +$29.7K ﹤0.01% 2014
2022
Q2 		– Sell
-850
Closed -$44K – 2595
2022
Q1 		$44K Sell
850
-8
-0.9% -$447 ﹤0.01% 1817
2021
Q4 		$48K Buy
858
+661
+336% +$36.7K ﹤0.01% 1764
2021
Q3 		$10K Sell
197
-548
-74% -$28K ﹤0.01% 2074
2021
Q2 		$38K Hold
745
– – ﹤0.01% 1705
2021
Q1 		$38K Buy
745
+548
+278% +$26.6K ﹤0.01% 1559
2020
Q4 		$8K Hold
197
– – ﹤0.01% 1775
2020
Q3 		$6K Buy
+197
New +$6.49K ﹤0.01% 1535

Other funds holding WASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 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 WASH Position: Q4 2022 in Review

Lazard Asset Management sold out of Washington Trust Bancorp (WASH) in Q4 2022, closing a stake of 581 shares — an estimated $27K sold.

Lazard Asset Management first reported a position in WASH in Q3 2020 and held it in 8 quarters. The position peaked at $48K in Q4 2021. 144 funds tracked by Wall St. Rank hold WASH as of Q4 2022.

  • Lazard Asset Management reported no remaining Washington Trust Bancorp position as of Q4 2022 after selling out during the quarter.
  • Lazard Asset Management sold 581 Washington Trust Bancorp shares in Q4 2022, an estimated $27K.
  • Lazard Asset Management first reported a position in Washington Trust Bancorp in Q3 2020 and held it in 8 quarters.
  • Lazard Asset Management's Washington Trust Bancorp position peaked at $48K in Q4 2021.
  • 144 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2022.

Based on Lazard Asset Management's 13F filing for Q4 2022, filed 15 Feb 2023.