AFM
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Abbot Financial Management’s Lazard LAZ Stock Holding History

Abbot Financial Management’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
Q2 		– Sell
-27,227
Closed -$939K – 129
2022
Q1 		$939K Sell
27,227
-2,952
-10% -$114K 0.46% 64
2021
Q4 		$1.32M Sell
30,179
-350
-1% -$16.4K 0.59% 50
2021
Q3 		$1.4M Sell
30,529
-198
-0.6% -$9.24K 0.64% 47
2021
Q2 		$1.39M Sell
30,727
-598
-2% -$27.4K 0.61% 47
2021
Q1 		$1.36M Hold
31,325
– – 0.62% 46
2020
Q4 		$1.32M Sell
31,325
-3,400
-10% -$128K 0.76% 44
2020
Q3 		$1.15M Hold
34,725
– – 0.75% 42
2020
Q2 		$994K Hold
34,725
– – 0.68% 47
2020
Q1 		$818K Hold
34,725
– – 0.67% 48
2019
Q4 		$1.39M Sell
34,725
-2,700
-7% -$102K 0.88% 35
2019
Q3 		$1.31M Buy
37,425
+13,700
+58% +$485K 0.93% 33
2019
Q2 		$816K Hold
23,725
– – 0.59% 56
2019
Q1 		$857K Sell
23,725
-300
-1% -$11.3K 0.67% 53
2018
Q4 		$887K Buy
24,025
+300
+1% +$12K 0.78% 47
2018
Q3 		$1.14M Buy
23,725
+300
+1% +$14.9K 0.85% 39
2018
Q2 		$1.15M Sell
23,425
-400
-2% -$21.2K 0.91% 40
2018
Q1 		$1.25M Sell
23,825
-800
-3% -$44.4K 1.01% 34
2017
Q4 		$1.29M Hold
24,625
– – 1.03% 35
2017
Q3 		$1.12M Buy
24,625
+400
+2% +$17.7K 0.94% 39
2017
Q2 		$1.12M Buy
+24,225
New +$1.09M 1.01% 37

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Abbot Financial Management's LAZ Position: Q2 2022 in Review

Abbot Financial Management sold out of Lazard (LAZ) in Q2 2022, closing a stake of 27,227 shares — an estimated $939K sold.

Abbot Financial Management first reported a position in LAZ in Q2 2017 and held it in 20 quarters. The position peaked at $1.4M in Q3 2021. 214 funds tracked by Wall St. Rank hold LAZ as of Q2 2022.

  • Abbot Financial Management reported no remaining Lazard position as of Q2 2022 after selling out during the quarter.
  • Abbot Financial Management sold 27,227 Lazard shares in Q2 2022, an estimated $939K.
  • Abbot Financial Management first reported a position in Lazard in Q2 2017 and held it in 20 quarters.
  • Abbot Financial Management's Lazard position peaked at $1.4M in Q3 2021.
  • 214 funds tracked by Wall St. Rank held Lazard as of Q2 2022.

Based on Abbot Financial Management's 13F filing for Q2 2022, filed 9 Aug 2022.