EDRH
LAZ icon

Edmond de Rothschild Holding’s Lazard LAZ Stock Holding History

Edmond de Rothschild Holding’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
2025
Q2 		– Sell
-9,647
Closed -$418K – 582
2025
Q1 		$418K Hold
9,647
– – 0.01% 336
2024
Q4 		$497K Sell
9,647
-789
-8% -$42.3K 0.01% 333
2024
Q3 		$526K Sell
10,436
-617
-6% -$28.6K 0.01% 331
2024
Q2 		$422K Hold
11,053
– – 0.01% 361
2024
Q1 		$463K Buy
+11,053
New +$431K 0.01% 366
2016
Q2 		– Sell
-1,142
Closed -$44K – 844
2016
Q1 		$44K Buy
1,142
+622
+120% +$22.3K ﹤0.01% 654
2015
Q4 		$24K Buy
+520
New +$23.8K ﹤0.01% 706

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
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return