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Donoghue Forlines’s Lazard LAZ Stock Holding History

Donoghue Forlines’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
-31,074
Closed -$1.07M – 277
2022
Q1 		$1.07M Buy
31,074
+5,758
+23% +$223K 0.23% 117
2021
Q4 		$1.1M Buy
25,316
+1,375
+6% +$64.3K 0.19% 117
2021
Q3 		$1.1M Sell
23,941
-1,338
-5% -$62.4K 0.21% 108
2021
Q2 		$1.14M Sell
25,279
-4,312
-15% -$198K 0.21% 114
2021
Q1 		$1.29M Buy
29,591
+24,683
+503% +$1.05M 0.25% 92
2020
Q4 		$208K Buy
+4,908
New +$185K 0.04% 230
2020
Q1 		– Sell
-12,229
Closed -$489K – 111
2019
Q4 		$489K Sell
12,229
-1,692
-12% -$63.9K 0.08% 119
2019
Q3 		$487K Sell
13,921
-4,593
-25% -$163K 0.07% 153
2019
Q2 		$637K Buy
+18,514
New +$664K 0.07% 156

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

Donoghue Forlines's LAZ Position: Q2 2022 in Review

Donoghue Forlines sold out of Lazard (LAZ) in Q2 2022, closing a stake of 31,074 shares — an estimated $1.07M sold.

Donoghue Forlines first reported a position in LAZ in Q2 2019 and held it in 9 quarters. The position peaked at $1.29M in Q1 2021. 214 funds tracked by Wall St. Rank hold LAZ as of Q2 2022.

  • Donoghue Forlines reported no remaining Lazard position as of Q2 2022 after selling out during the quarter.
  • Donoghue Forlines sold 31,074 Lazard shares in Q2 2022, an estimated $1.07M.
  • Donoghue Forlines first reported a position in Lazard in Q2 2019 and held it in 9 quarters.
  • Donoghue Forlines's Lazard position peaked at $1.29M in Q1 2021.
  • 214 funds tracked by Wall St. Rank held Lazard as of Q2 2022.

Based on Donoghue Forlines's 13F filing for Q2 2022, filed 8 Aug 2022.