ACM
LAZ icon

Allred Capital Management’s Lazard LAZ Stock Holding History

Allred Capital 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
Q2 		– Sell
-74
Closed -$3.22K – 497
2021
Q1 		$3.22K Buy
+74
New +$3.15K ﹤0.01% 726
2020
Q1 		– Sell
-266
Closed -$10.6K – 436
2019
Q4 		$10.6K Buy
+266
New +$10K 0.01% 578

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Allred Capital Management's LAZ Position: Q2 2021 in Review

Allred Capital Management sold out of Lazard (LAZ) in Q2 2021, closing a stake of 74 shares — an estimated $3.22K sold.

Allred Capital Management first reported a position in LAZ in Q4 2019 and held it in 2 quarters. The position peaked at $10.6K in Q4 2019. 260 funds tracked by Wall St. Rank hold LAZ as of Q2 2021.

  • Allred Capital Management reported no remaining Lazard position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 74 Lazard shares in Q2 2021, an estimated $3.22K.
  • Allred Capital Management first reported a position in Lazard in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Lazard position peaked at $10.6K in Q4 2019.
  • 260 funds tracked by Wall St. Rank held Lazard as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.