AS
LAZ icon

Altshuler Shaham’s Lazard LAZ Stock Holding History

Altshuler Shaham’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
-3,883
Closed -$134K – 513
2022
Q1 		$134K Buy
3,883
+450
+13% +$17.4K ﹤0.01% 253
2021
Q4 		$150K Buy
3,433
+690
+25% +$32.3K ﹤0.01% 279
2021
Q3 		$126K Buy
2,743
+1,495
+120% +$69.8K ﹤0.01% 293
2021
Q2 		$56K Buy
+1,248
New +$57.2K ﹤0.01% 424

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

Altshuler Shaham's LAZ Position: Q2 2022 in Review

Altshuler Shaham sold out of Lazard (LAZ) in Q2 2022, closing a stake of 3,883 shares — an estimated $134K sold.

Altshuler Shaham first reported a position in LAZ in Q2 2021 and held it in 4 quarters. The position peaked at $150K in Q4 2021. 214 funds tracked by Wall St. Rank hold LAZ as of Q2 2022.

  • Altshuler Shaham reported no remaining Lazard position as of Q2 2022 after selling out during the quarter.
  • Altshuler Shaham sold 3,883 Lazard shares in Q2 2022, an estimated $134K.
  • Altshuler Shaham first reported a position in Lazard in Q2 2021 and held it in 4 quarters.
  • Altshuler Shaham's Lazard position peaked at $150K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held Lazard as of Q2 2022.

Based on Altshuler Shaham's 13F filing for Q2 2022, filed 10 Aug 2022.