Bank of Montreal’s Lazard LAZ Stock Holding History

Bank of Montreal’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
2015 Q4	–	Sell	-30,000	Closed	-$1.3M	–	4327
2015 Q3	$1.3M	Buy	+30,000	New	+$1.55M	﹤0.01%	1466

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of Montreal's LAZ Position: Q4 2023 in Review

Bank of Montreal sold out of Lazard (LAZ) in Q4 2023, closing a stake of 116,183 shares — an estimated $3.9M sold.

Bank of Montreal first reported a position in LAZ in Q2 2013 and held it in 35 quarters. The position peaked at $44.2M in Q1 2016. 164 funds tracked by Wall St. Rank hold LAZ as of Q4 2023.

Bank of Montreal reported no remaining Lazard position as of Q4 2023 after selling out during the quarter.
Bank of Montreal sold 116,183 Lazard shares in Q4 2023, an estimated $3.9M.
Bank of Montreal first reported a position in Lazard in Q2 2013 and held it in 35 quarters.
Bank of Montreal's Lazard position peaked at $44.2M in Q1 2016.
164 funds tracked by Wall St. Rank held Lazard as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.