BC
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Brookfield Corp’s Lazard LAZ Stock Holding History

Brookfield Corp’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
Q3 		– Sell
-164,327
Closed -$5.33M – 707
2022
Q2 		$5.33M Buy
+164,327
New +$5.55M 0.02% 241
2021
Q4 		– Sell
-93,319
Closed -$4.27M – 694
2021
Q3 		$4.27M Sell
93,319
-30,186
-24% -$1.41M 0.02% 246
2021
Q2 		$5.59M Buy
123,505
+45,749
+59% +$2.1M 0.03% 194
2021
Q1 		$3.38M Sell
77,756
-56,694
-42% -$2.41M 0.02% 220
2020
Q4 		$5.69M Buy
+134,450
New +$5.08M 0.02% 136
2020
Q3 		– Sell
-29,439
Closed -$843K – 424
2020
Q2 		$843K Buy
+29,439
New +$798K ﹤0.01% 297

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
Charles Schwab
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
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

Brookfield Corp's LAZ Position: Q3 2022 in Review

Brookfield Corp sold out of Lazard (LAZ) in Q3 2022, closing a stake of 164,327 shares — an estimated $5.33M sold.

Brookfield Corp first reported a position in LAZ in Q2 2020 and held it in 6 quarters. The position peaked at $5.69M in Q4 2020. 216 funds tracked by Wall St. Rank hold LAZ as of Q3 2022.

  • Brookfield Corp reported no remaining Lazard position as of Q3 2022 after selling out during the quarter.
  • Brookfield Corp sold 164,327 Lazard shares in Q3 2022, an estimated $5.33M.
  • Brookfield Corp first reported a position in Lazard in Q2 2020 and held it in 6 quarters.
  • Brookfield Corp's Lazard position peaked at $5.69M in Q4 2020.
  • 216 funds tracked by Wall St. Rank held Lazard as of Q3 2022.

Based on Brookfield Corp's 13F filing for Q3 2022, filed 14 Nov 2022.