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Alpha DNA Investment Management’s Lazard LAZ Stock Holding History

Alpha DNA Investment 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
-77
Closed -$3K – 386
2021
Q1 		$3K Sell
77
-59
-43% -$2.51K ﹤0.01% 485
2020
Q4 		$5K Buy
+136
New +$5.14K 0.01% 368

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 $1.9T AUM 41.92% 1-Year Est. Return
AI
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return

Alpha DNA Investment Management's LAZ Position: Q2 2021 in Review

Alpha DNA Investment Management sold out of Lazard (LAZ) in Q2 2021, closing a stake of 77 shares — an estimated $3K sold.

Alpha DNA Investment Management first reported a position in LAZ in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 260 funds tracked by Wall St. Rank hold LAZ as of Q2 2021.

  • Alpha DNA Investment Management reported no remaining Lazard position as of Q2 2021 after selling out during the quarter.
  • Alpha DNA Investment Management sold 77 Lazard shares in Q2 2021, an estimated $3K.
  • Alpha DNA Investment Management first reported a position in Lazard in Q4 2020 and held it in 2 quarters.
  • Alpha DNA Investment Management's Lazard position peaked at $5K in Q4 2020.
  • 260 funds tracked by Wall St. Rank held Lazard as of Q2 2021.

Based on Alpha DNA Investment Management's 13F filing for Q2 2021, filed 10 Aug 2021.