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Chilton Investment Company’s Lazard LAZ Stock Holding History

Chilton Investment Company’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
Q3 		– Sell
-206,798
Closed -$7.9M – 198
2024
Q2 		$7.9M Buy
206,798
+9,161
+5% +$358K 0.22% 45
2024
Q1 		$8.28M Buy
+197,637
New +$7.7M 0.23% 50
2015
Q1 		– Sell
-324,247
Closed -$16.2M – 158
2014
Q4 		$16.2M Sell
324,247
-295,589
-48% -$14.7M 0.57% 46
2014
Q3 		$31.4M Sell
619,836
-38,212
-6% -$2M 1.06% 35
2014
Q2 		$33.9M Buy
658,048
+331,638
+102% +$16.3M 1.37% 32
2014
Q1 		$15.4M Sell
326,410
-50,898
-13% -$2.29M 0.48% 61
2013
Q4 		$17.1M Buy
377,308
+115,836
+44% +$4.69M 0.5% 55
2013
Q3 		$9.42M Buy
+261,472
New +$9.28M 0.26% 76

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chilton Investment Company's LAZ Position: Q3 2024 in Review

Chilton Investment Company sold out of Lazard (LAZ) in Q3 2024, closing a stake of 206,798 shares — an estimated $7.9M sold.

Chilton Investment Company first reported a position in LAZ in Q3 2013 and held it in 8 quarters. The position peaked at $33.9M in Q2 2014. 274 funds tracked by Wall St. Rank hold LAZ as of Q3 2024.

  • Chilton Investment Company reported no remaining Lazard position as of Q3 2024 after selling out during the quarter.
  • Chilton Investment Company sold 206,798 Lazard shares in Q3 2024, an estimated $7.9M.
  • Chilton Investment Company first reported a position in Lazard in Q3 2013 and held it in 8 quarters.
  • Chilton Investment Company's Lazard position peaked at $33.9M in Q2 2014.
  • 274 funds tracked by Wall St. Rank held Lazard as of Q3 2024.

Based on Chilton Investment Company's 13F filing for Q3 2024, filed 14 Nov 2024.