Bill Miller’s Lazard LAZ Stock Holding History

Bill Miller’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
2023 Q2	–	Sell	-117,200	Closed	-$3.88M	–	66
2023 Q1	$3.88M	Sell	117,200 -10,000	-8%	-$369K	0.24%	50
2022 Q4	$4.41M	Sell	127,200 -10,000	-7%	-$356K	0.28%	47
2022 Q3	$4.37M	Hold	137,200	–	–	0.27%	47
2022 Q2	$4.45M	Hold	137,200	–	–	0.23%	49
2022 Q1	$4.73M	Buy	137,200 +15,000	+12%	+$580K	0.15%	55
2021 Q4	$5.33M	Hold	122,200	–	–	0.15%	58
2021 Q3	$5.6M	Sell	122,200 -11,000	-8%	-$513K	0.13%	57
2021 Q2	$6.03M	Hold	133,200	–	–	0.14%	58
2021 Q1	$5.8M	Hold	133,200	–	–	0.15%	59
2020 Q4	$5.63M	Sell	133,200 -1,800	-1%	-$68K	0.17%	51
2020 Q3	$4.46M	Buy	135,000 +15,000	+13%	+$462K	0.16%	54
2020 Q2	$3.44M	Buy	+120,000	New	+$3.25M	0.15%	50

Other funds holding LAZ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bill Miller's LAZ Position: Q2 2023 in Review

Bill Miller sold out of Lazard (LAZ) in Q2 2023, closing a stake of 117,200 shares — an estimated $3.88M sold.

Bill Miller first reported a position in LAZ in Q2 2020 and held it in 12 quarters. The position peaked at $6.03M in Q2 2021. 198 funds tracked by Wall St. Rank hold LAZ as of Q2 2023.

Bill Miller reported no remaining Lazard position as of Q2 2023 after selling out during the quarter.
Bill Miller sold 117,200 Lazard shares in Q2 2023, an estimated $3.88M.
Bill Miller first reported a position in Lazard in Q2 2020 and held it in 12 quarters.
Bill Miller's Lazard position peaked at $6.03M in Q2 2021.
198 funds tracked by Wall St. Rank held Lazard as of Q2 2023.

Based on Miller Value Partners's 13F filing for Q2 2023, filed 14 Aug 2023.