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Castleview Partners’s Lazard LAZ Stock Holding History

Castleview Partners’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
2021
Q2 		$17K Buy
+366
New +$16.8K 0.01% 588

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 $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Castleview Partners's LAZ Position: Q2 2021 in Review

Castleview Partners opened a new position in Lazard (LAZ) in Q2 2021: 366 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #588 among its holdings.

260 funds tracked by Wall St. Rank hold LAZ as of Q2 2021.

  • Castleview Partners held 366 shares of Lazard worth $17K as of Q2 2021.
  • Lazard was a new Castleview Partners position in Q2 2021.
  • Lazard made up 0.01% of Castleview Partners's portfolio in Q2 2021, its #588 holding.
  • 260 funds tracked by Wall St. Rank held Lazard as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.