1834 Investment Advisors’s Lazard LAZ Stock Holding History

1834 Investment Advisors’s Portfolio LAZ Stock Details LAZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,475	Closed	-$48K	–	339
2022 Q2	$48K	Sell	1,475 -152,818	-99%	-$5.16M	0.01%	274
2022 Q1	$5.32M	Buy	154,293 +44	+0%	+$1.7K	0.65%	48
2021 Q4	$6.73M	Buy	154,249 +21,716	+16%	+$1.02M	0.76%	47
2021 Q3	$6.07M	Buy	+132,533	New	+$6.18M	0.74%	47

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

1834 Investment Advisors's LAZ Position: Q3 2022 in Review

1834 Investment Advisors sold out of Lazard (LAZ) in Q3 2022, closing a stake of 1,475 shares — an estimated $48K sold.

1834 Investment Advisors first reported a position in LAZ in Q3 2021 and held it in 4 quarters. The position peaked at $6.73M in Q4 2021. 216 funds tracked by Wall St. Rank hold LAZ as of Q3 2022.

1834 Investment Advisors reported no remaining Lazard position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 1,475 Lazard shares in Q3 2022, an estimated $48K.
1834 Investment Advisors first reported a position in Lazard in Q3 2021 and held it in 4 quarters.
1834 Investment Advisors's Lazard position peaked at $6.73M in Q4 2021.
216 funds tracked by Wall St. Rank held Lazard as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.