Lazard Asset Management
YORW icon

Lazard Asset Management’s York Water YORW Stock Holding History

Lazard Asset Management’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-30
Closed -$1K – 2570
2024
Q3 		$1K Sell
30
-1,080
-97% -$41.9K ﹤0.01% 2229
2024
Q2 		$41K Buy
+1,110
New +$40.2K ﹤0.01% 1961
2020
Q4 		– Sell
-774
Closed -$32K – 2009
2020
Q3 		$32K Buy
+774
New +$35.5K ﹤0.01% 1314
2020
Q2 		– Sell
-993
Closed -$43K – 1802
2020
Q1 		$43K Buy
+993
New +$45.1K ﹤0.01% 1236

Other funds holding YORW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lazard Asset Management sold out of York Water (YORW) in Q4 2024, closing a stake of 30 shares — an estimated $1K sold.

Lazard Asset Management first reported a position in YORW in Q1 2020 and held it in 4 quarters. The position peaked at $43K in Q1 2020. 152 funds tracked by Wall St. Rank hold YORW as of Q4 2024.

  • Lazard Asset Management reported no remaining York Water position as of Q4 2024 after selling out during the quarter.
  • Lazard Asset Management sold 30 York Water shares in Q4 2024, an estimated $1K.
  • Lazard Asset Management first reported a position in York Water in Q1 2020 and held it in 4 quarters.
  • Lazard Asset Management's York Water position peaked at $43K in Q1 2020.
  • 152 funds tracked by Wall St. Rank held York Water as of Q4 2024.

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