Elkhorn Partners’s Lazard LAZ Stock Holding History

Elkhorn 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 Q3	–	Sell	-100	Closed	-$3K	–	55
2023 Q2	$3K	Buy	+100	New	+$3.09K	﹤0.01%	47

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Elkhorn Partners's LAZ Position: Q3 2023 in Review

Elkhorn Partners sold out of Lazard (LAZ) in Q3 2023, closing a stake of 100 shares — an estimated $3K sold.

Elkhorn Partners first reported a position in LAZ in Q2 2023 and held it in 1 quarter. The position peaked at $3K in Q2 2023. 195 funds tracked by Wall St. Rank hold LAZ as of Q3 2023.

Elkhorn Partners reported no remaining Lazard position as of Q3 2023 after selling out during the quarter.
Elkhorn Partners sold 100 Lazard shares in Q3 2023, an estimated $3K.
Elkhorn Partners first reported a position in Lazard in Q2 2023 and held it in 1 quarter.
Elkhorn Partners's Lazard position peaked at $3K in Q2 2023.
195 funds tracked by Wall St. Rank held Lazard as of Q3 2023.

Based on Elkhorn Partners's 13F filing for Q3 2023, filed 13 Nov 2023.