Cresset Asset Management’s Lazard LAZ Stock Holding History

Cresset Asset 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 Q3	–	Sell	-15,000	Closed	-$480K	–	1900
2023 Q2	$480K	Buy	+15,000	New	+$464K	﹤0.01%	1305
2022 Q4	–	Sell	-6,591	Closed	-$210K	–	823
2022 Q3	$210K	Hold	6,591	–	–	﹤0.01%	781
2022 Q2	$214K	Buy	+6,591	New	+$222K	﹤0.01%	820

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cresset Asset Management's LAZ Position: Q3 2023 in Review

Cresset Asset Management sold out of Lazard (LAZ) in Q3 2023, closing a stake of 15,000 shares — an estimated $480K sold.

Cresset Asset Management first reported a position in LAZ in Q2 2022 and held it in 3 quarters. The position peaked at $480K in Q2 2023. 195 funds tracked by Wall St. Rank hold LAZ as of Q3 2023.

Cresset Asset Management reported no remaining Lazard position as of Q3 2023 after selling out during the quarter.
Cresset Asset Management sold 15,000 Lazard shares in Q3 2023, an estimated $480K.
Cresset Asset Management first reported a position in Lazard in Q2 2022 and held it in 3 quarters.
Cresset Asset Management's Lazard position peaked at $480K in Q2 2023.
195 funds tracked by Wall St. Rank held Lazard as of Q3 2023.

Based on Cresset Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.