Duality Advisers’s Lazard LAZ Stock Holding History

Duality Advisers’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 Q4	–	Sell	-47,291	Closed	-$1.5M	–	687
2022 Q3	$1.5M	Buy	+47,291	New	+$1.7M	0.16%	241
2022 Q2	–	Sell	-51,289	Closed	-$1.77M	–	741
2022 Q1	$1.77M	Buy	+51,289	New	+$1.98M	0.19%	183

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Duality Advisers's LAZ Position: Q4 2022 in Review

Duality Advisers sold out of Lazard (LAZ) in Q4 2022, closing a stake of 47,291 shares — an estimated $1.5M sold.

Duality Advisers first reported a position in LAZ in Q1 2022 and held it in 2 quarters. The position peaked at $1.77M in Q1 2022. 208 funds tracked by Wall St. Rank hold LAZ as of Q4 2022.

Duality Advisers reported no remaining Lazard position as of Q4 2022 after selling out during the quarter.
Duality Advisers sold 47,291 Lazard shares in Q4 2022, an estimated $1.5M.
Duality Advisers first reported a position in Lazard in Q1 2022 and held it in 2 quarters.
Duality Advisers's Lazard position peaked at $1.77M in Q1 2022.
208 funds tracked by Wall St. Rank held Lazard as of Q4 2022.

Based on Duality Advisers's 13F filing for Q4 2022, filed 7 Feb 2023.