CA
LAZ icon

Cumberland Advisors’s Lazard LAZ Stock Holding History

Cumberland Advisors’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
Q2 		– Sell
-6,600
Closed -$228K – 59
2022
Q1 		$228K Sell
6,600
-28,000
-81% -$1.08M 0.05% 55
2021
Q4 		$1.51M Sell
34,600
-1,160
-3% -$54.3K 0.32% 38
2021
Q3 		$1.64M Sell
35,760
-540
-1% -$25.2K 0.38% 37
2021
Q2 		$1.64M Hold
36,300
– – 0.39% 38
2021
Q1 		$1.58M Buy
+36,300
New +$1.54M 0.39% 38

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
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
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

Cumberland Advisors's LAZ Position: Q2 2022 in Review

Cumberland Advisors sold out of Lazard (LAZ) in Q2 2022, closing a stake of 6,600 shares — an estimated $228K sold.

Cumberland Advisors first reported a position in LAZ in Q1 2021 and held it in 5 quarters. The position peaked at $1.64M in Q2 2021. 214 funds tracked by Wall St. Rank hold LAZ as of Q2 2022.

  • Cumberland Advisors reported no remaining Lazard position as of Q2 2022 after selling out during the quarter.
  • Cumberland Advisors sold 6,600 Lazard shares in Q2 2022, an estimated $228K.
  • Cumberland Advisors first reported a position in Lazard in Q1 2021 and held it in 5 quarters.
  • Cumberland Advisors's Lazard position peaked at $1.64M in Q2 2021.
  • 214 funds tracked by Wall St. Rank held Lazard as of Q2 2022.

Based on Cumberland Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.