Bank of Nova Scotia’s Lazard LAZ Stock Holding History

Bank of Nova Scotia’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
2024 Q1	–	Sell	-531,900	Closed	-$18.5M	–	1031
2023 Q4	$18.5M	Buy	531,900 +319,384	+150%	+$9.62M	0.03%	302
2023 Q3	$6.59M	Buy	+212,516	New	+$7.12M	0.02%	384
2023 Q1	–	Sell	-189,800	Closed	-$6.58M	–	1189
2022 Q4	$6.58M	Buy	+189,800	New	+$6.75M	0.02%	428
2021 Q4	–	Sell	-114,900	Closed	-$5.26M	–	1255
2021 Q3	$5.26M	Buy	114,900 +69,518	+153%	+$3.24M	0.01%	622
2021 Q2	$2.05M	Sell	45,382 -67,018	-60%	-$3.07M	﹤0.01%	814
2021 Q1	$4.89M	Buy	+112,400	New	+$4.78M	0.01%	574

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

EIP

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of Nova Scotia's LAZ Position: Q1 2024 in Review

Bank of Nova Scotia sold out of Lazard (LAZ) in Q1 2024, closing a stake of 531,900 shares — an estimated $18.5M sold.

Bank of Nova Scotia first reported a position in LAZ in Q1 2021 and held it in 6 quarters. The position peaked at $18.5M in Q4 2023. 229 funds tracked by Wall St. Rank hold LAZ as of Q1 2024.

Bank of Nova Scotia reported no remaining Lazard position as of Q1 2024 after selling out during the quarter.
Bank of Nova Scotia sold 531,900 Lazard shares in Q1 2024, an estimated $18.5M.
Bank of Nova Scotia first reported a position in Lazard in Q1 2021 and held it in 6 quarters.
Bank of Nova Scotia's Lazard position peaked at $18.5M in Q4 2023.
229 funds tracked by Wall St. Rank held Lazard as of Q1 2024.

Based on Bank of Nova Scotia's 13F filing for Q1 2024, filed 15 May 2024.