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Brandywine Global Investment Management’s Lazard LAZ Stock Holding History

Brandywine Global 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
2023
Q2 		– Sell
-322,747
Closed -$10.7M – 737
2023
Q1 		$10.7M Buy
322,747
+73,613
+30% +$2.72M 0.09% 220
2022
Q4 		$8.64M Sell
249,134
-1,638
-0.7% -$58.2K 0.07% 260
2022
Q3 		$7.98M Sell
250,772
-11,999
-5% -$431K 0.07% 246
2022
Q2 		$8.52M Sell
262,771
-14,946
-5% -$504K 0.07% 239
2022
Q1 		$9.58M Buy
277,717
+11,776
+4% +$456K 0.07% 265
2021
Q4 		$11.6M Sell
265,941
-22
-0% -$1.03K 0.08% 231
2021
Q3 		$12.2M Sell
265,963
-26,248
-9% -$1.22M 0.09% 214
2021
Q2 		$13.2M Buy
292,211
+81,834
+39% +$3.75M 0.1% 214
2021
Q1 		$9.15M Buy
210,377
+100,791
+92% +$4.29M 0.07% 291
2020
Q4 		$4.63M Sell
109,586
-9,727
-8% -$367K 0.04% 390
2020
Q3 		$3.94M Buy
119,313
+3,951
+3% +$122K 0.04% 366
2020
Q2 		$3.3M Sell
115,362
-22,416
-16% -$607K 0.03% 394
2020
Q1 		$3.25M Sell
137,778
-27,285
-17% -$1.01M 0.04% 356
2019
Q4 		$6.73M Buy
165,063
+134,687
+443% +$5.09M 0.05% 335
2019
Q3 		$1.06M Sell
30,376
-20,493
-40% -$726K 0.01% 566
2019
Q2 		$1.75M Buy
50,869
+25,144
+98% +$901K 0.01% 546
2019
Q1 		$930K Sell
25,725
-128,939
-83% -$4.85M 0.01% 545
2018
Q4 		$5.71M Buy
154,664
+4,505
+3% +$180K 0.04% 339
2018
Q3 		$7.23M Sell
150,159
-7,359
-5% -$366K 0.05% 334
2018
Q2 		$7.71M Buy
157,518
+1,027
+0.7% +$54.4K 0.05% 314
2018
Q1 		$8.23M Buy
156,491
+21,986
+16% +$1.22M 0.05% 312
2017
Q4 		$7.06M Sell
134,505
-17,371
-11% -$832K 0.04% 364
2017
Q3 		$6.87M Buy
151,876
+111,933
+280% +$4.96M 0.04% 377
2017
Q2 		$1.85M Buy
39,943
+30,977
+345% +$1.39M 0.01% 574
2017
Q1 		$413K Buy
+8,966
New +$387K ﹤0.01% 633

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brandywine Global Investment Management's LAZ Position: Q2 2023 in Review

Brandywine Global Investment Management sold out of Lazard (LAZ) in Q2 2023, closing a stake of 322,747 shares — an estimated $10.7M sold.

Brandywine Global Investment Management first reported a position in LAZ in Q1 2017 and held it in 25 quarters. The position peaked at $13.2M in Q2 2021. 198 funds tracked by Wall St. Rank hold LAZ as of Q2 2023.

  • Brandywine Global Investment Management reported no remaining Lazard position as of Q2 2023 after selling out during the quarter.
  • Brandywine Global Investment Management sold 322,747 Lazard shares in Q2 2023, an estimated $10.7M.
  • Brandywine Global Investment Management first reported a position in Lazard in Q1 2017 and held it in 25 quarters.
  • Brandywine Global Investment Management's Lazard position peaked at $13.2M in Q2 2021.
  • 198 funds tracked by Wall St. Rank held Lazard as of Q2 2023.

Based on Brandywine Global Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.