Adirondack Research & Management’s Lazard LAZ Stock Holding History

Adirondack Research & 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
2021 Q3	$1.78M	Sell	38,901 -1,440	-4%	-$67.2K	2.17%	5
2021 Q2	$1.82M	Buy	40,341 +1,104	+3%	+$50.6K	2.13%	7
2021 Q1	$1.71M	Buy	39,237 +598	+2%	+$25.4K	2.02%	14
2020 Q4	$1.63M	Sell	38,639 -7,921	-17%	-$299K	2.24%	13
2020 Q3	$1.54M	Buy	46,560 +4	+0%	+$123	2.14%	19
2020 Q2	$1.33M	Sell	46,556 -8,894	-16%	-$241K	1.75%	23
2020 Q1	$1.31M	Sell	55,450 -19,341	-26%	-$716K	1.82%	22
2019 Q4	$2.99M	Buy	74,791 +18,144	+32%	+$685K	2.59%	13
2019 Q3	$1.98M	Buy	+56,647	New	+$2.01M	1.73%	21

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIP

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adirondack Research & Management's LAZ Position: Q3 2021 in Review

Adirondack Research & Management reduced its Lazard (LAZ) stake by 3.6% in Q3 2021, selling an estimated $67.2K and leaving 38,901 shares worth $1.78M. The position accounts for 2.17% of the portfolio, ranked #5.

Adirondack Research & Management first reported a position in LAZ in Q3 2019 and has held it in 9 quarters since. The position peaked at $2.99M in Q4 2019. 240 funds tracked by Wall St. Rank hold LAZ as of Q3 2021.

Adirondack Research & Management held 38,901 shares of Lazard worth $1.78M as of Q3 2021.
Adirondack Research & Management sold 1,440 Lazard shares in Q3 2021, an estimated $67.2K.
Lazard made up 2.17% of Adirondack Research & Management's portfolio in Q3 2021, its #5 holding.
Adirondack Research & Management first reported a position in Lazard in Q3 2019 and has held it in 9 quarters since.
Adirondack Research & Management's Lazard position peaked at $2.99M in Q4 2019.
240 funds tracked by Wall St. Rank held Lazard as of Q3 2021.

Based on Adirondack Research & Management's 13F filing for Q3 2021, filed 29 Oct 2021.