EBA
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Eagle Bay Advisors’s Lazard LAZ Stock Holding History

Eagle Bay 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
Q4 		– Sell
-1,300
Closed -$41K – 995
2022
Q3 		$41K Sell
1,300
-200
-13% -$7.19K 0.03% 381
2022
Q2 		$48.6K Buy
+1,500
New +$50.6K 0.03% 368
2022
Q1 		– Sell
-1,429
Closed -$62K – 647
2021
Q4 		$62K Sell
1,429
-1,429
-50% -$66.9K 0.04% 310
2021
Q3 		$130K Buy
2,858
+1,429
+100% +$66.7K 0.07% 190
2021
Q2 		$66K Buy
+1,429
New +$65.5K 0.05% 245

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Eagle Bay Advisors's LAZ Position: Q4 2022 in Review

Eagle Bay Advisors sold out of Lazard (LAZ) in Q4 2022, closing a stake of 1,300 shares — an estimated $41K sold.

Eagle Bay Advisors first reported a position in LAZ in Q2 2021 and held it in 5 quarters. The position peaked at $130K in Q3 2021. 208 funds tracked by Wall St. Rank hold LAZ as of Q4 2022.

  • Eagle Bay Advisors reported no remaining Lazard position as of Q4 2022 after selling out during the quarter.
  • Eagle Bay Advisors sold 1,300 Lazard shares in Q4 2022, an estimated $41K.
  • Eagle Bay Advisors first reported a position in Lazard in Q2 2021 and held it in 5 quarters.
  • Eagle Bay Advisors's Lazard position peaked at $130K in Q3 2021.
  • 208 funds tracked by Wall St. Rank held Lazard as of Q4 2022.

Based on Eagle Bay Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.