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Dorsey & Whitney Trust’s Lazard LAZ Stock Holding History

Dorsey & Whitney Trust’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
Q1 		– Sell
-10,364
Closed -$359K – 591
2022
Q4 		$359K Hold
10,364
– – 0.04% 365
2022
Q3 		$330K Hold
10,364
– – 0.03% 375
2022
Q2 		$336K Buy
+10,364
New +$350K 0.03% 372

Other funds holding LAZ

Vanguard Group
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dorsey & Whitney Trust's LAZ Position: Q1 2023 in Review

Dorsey & Whitney Trust sold out of Lazard (LAZ) in Q1 2023, closing a stake of 10,364 shares — an estimated $359K sold.

Dorsey & Whitney Trust first reported a position in LAZ in Q2 2022 and held it in 3 quarters. The position peaked at $359K in Q4 2022. 210 funds tracked by Wall St. Rank hold LAZ as of Q1 2023.

  • Dorsey & Whitney Trust reported no remaining Lazard position as of Q1 2023 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 10,364 Lazard shares in Q1 2023, an estimated $359K.
  • Dorsey & Whitney Trust first reported a position in Lazard in Q2 2022 and held it in 3 quarters.
  • Dorsey & Whitney Trust's Lazard position peaked at $359K in Q4 2022.
  • 210 funds tracked by Wall St. Rank held Lazard as of Q1 2023.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2023, filed 11 May 2023.