EARNEST Partners’s Lazard LAZ Stock Holding History

EARNEST Partners’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 Q4	–	Sell	-50	Closed	-$1.55K	–	727
2023 Q3	$1.55K	Hold	50	–	–	﹤0.01%	1023
2023 Q2	$1.6K	Hold	50	–	–	﹤0.01%	1027
2023 Q1	$1.66K	Hold	50	–	–	﹤0.01%	1013
2022 Q4	$1.73K	Hold	50	–	–	﹤0.01%	1013
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	980
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	1002
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	1026
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	1032
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	1033
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	1041
2021 Q1	$2K	Hold	50	–	–	﹤0.01%	1037
2020 Q4	$2K	Hold	50	–	–	﹤0.01%	1020
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	967
2020 Q2	$1K	Hold	50	–	–	﹤0.01%	1058
2020 Q1	$1K	Hold	50	–	–	﹤0.01%	1009
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	1008
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	988
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	1002
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	1010
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	972
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	1025
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	1029
2018 Q1	$3K	Hold	50	–	–	﹤0.01%	908
2017 Q4	$3K	Buy	+50	New	+$2.4K	﹤0.01%	905
2017 Q1	–	Sell	-50	Closed	-$2K	–	599
2016 Q4	$2K	Buy	+50	New	+$1.94K	﹤0.01%	931

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

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

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

EARNEST Partners's LAZ Position: Q4 2023 in Review

EARNEST Partners sold out of Lazard (LAZ) in Q4 2023, closing a stake of 50 shares — an estimated $1.55K sold.

EARNEST Partners first reported a position in LAZ in Q4 2016 and held it in 25 quarters. The position peaked at $3K in Q1 2018. 164 funds tracked by Wall St. Rank hold LAZ as of Q4 2023.

EARNEST Partners reported no remaining Lazard position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 50 Lazard shares in Q4 2023, an estimated $1.55K.
EARNEST Partners first reported a position in Lazard in Q4 2016 and held it in 25 quarters.
EARNEST Partners's Lazard position peaked at $3K in Q1 2018.
164 funds tracked by Wall St. Rank held Lazard as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.