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Convergence Investment Partners’s Lazard LAZ Stock Holding History

Convergence Investment 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
2023
Q2 		– Sell
-36,303
Closed -$1.2M – 184
2023
Q1 		$1.2M Buy
36,303
+759
+2% +$28K 0.71% 47
2022
Q4 		$1.23M Buy
35,544
+648
+2% +$23K 0.73% 48
2022
Q3 		$1.11M Buy
+34,896
New +$1.25M 0.73% 48

Other funds holding LAZ

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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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Convergence Investment Partners's LAZ Position: Q2 2023 in Review

Convergence Investment Partners sold out of Lazard (LAZ) in Q2 2023, closing a stake of 36,303 shares — an estimated $1.2M sold.

Convergence Investment Partners first reported a position in LAZ in Q3 2022 and held it in 3 quarters. The position peaked at $1.23M in Q4 2022. 197 funds tracked by Wall St. Rank hold LAZ as of Q2 2023.

  • Convergence Investment Partners reported no remaining Lazard position as of Q2 2023 after selling out during the quarter.
  • Convergence Investment Partners sold 36,303 Lazard shares in Q2 2023, an estimated $1.2M.
  • Convergence Investment Partners first reported a position in Lazard in Q3 2022 and held it in 3 quarters.
  • Convergence Investment Partners's Lazard position peaked at $1.23M in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Lazard as of Q2 2023.

Based on Convergence Investment Partners's 13F filing for Q2 2023, filed 26 Jul 2023.