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LAZ icon

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 $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return