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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 -$669K – 252
2021
Q4 		$669K 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 $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

Baldwin Investment Management's LAZ Position: Q1 2022 in Review

Baldwin Investment Management sold out of Lazard (LAZ) in Q1 2022, closing a stake of 15,325 shares — an estimated $669K sold.

Baldwin Investment Management first reported a position in LAZ in Q2 2018 and held it in 15 quarters. The position peaked at $961K in Q3 2021. 234 funds tracked by Wall St. Rank hold LAZ as of Q1 2022.

  • Baldwin Investment Management reported no remaining Lazard position as of Q1 2022 after selling out during the quarter.
  • Baldwin Investment Management sold 15,325 Lazard shares in Q1 2022, an estimated $669K.
  • Baldwin Investment Management first reported a position in Lazard in Q2 2018 and held it in 15 quarters.
  • Baldwin Investment Management's Lazard position peaked at $961K in Q3 2021.
  • 234 funds tracked by Wall St. Rank held Lazard as of Q1 2022.

Based on Baldwin Investment Management's 13F filing for Q1 2022, filed 16 May 2022.