Baldwin Investment Management’s Lazard LAZ Stock Holding History

Baldwin 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
2022 Q1	–	Sell	-15,325	Closed	-$669	–	252
2021 Q4	$669	Sell	15,325 -5,650	-27%	-$264K	0.1%	138
2021 Q3	$961K	Buy	20,975 +805	+4%	+$37.6K	0.17%	101
2021 Q2	$913K	Buy	20,170 +50	+0.2%	+$2.29K	0.16%	107
2021 Q1	$875K	Buy	20,120 +12,820	+176%	+$545K	0.16%	110
2020 Q4	$309K	Sell	7,300 -4,100	-36%	-$155K	0.06%	185
2020 Q3	$377K	Sell	11,400 -3,100	-21%	-$95.5K	0.09%	142
2020 Q2	$415K	Buy	14,500 +200	+1%	+$5.42K	0.13%	107
2020 Q1	$337K	Sell	14,300 -500	-3%	-$18.5K	0.12%	107
2019 Q4	$591K	Sell	14,800 -300	-2%	-$11.3K	0.16%	95
2019 Q3	$529K	Sell	15,100 -300	-2%	-$10.6K	0.15%	100
2019 Q2	$530K	Sell	15,400 -200	-1%	-$7.17K	0.15%	102
2019 Q1	$564K	Buy	15,600 +350	+2%	+$13.2K	0.17%	93
2018 Q4	$563K	Buy	15,250 +100	+0.7%	+$3.99K	0.18%	83
2018 Q3	$729K	Sell	15,150 -200	-1%	-$9.94K	0.21%	75
2018 Q2	$751K	Buy	+15,350	New	+$812K	0.24%	72

Other funds holding LAZ

Fidelity Investments

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

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

BlackRock New York $5.7T 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

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return