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Ergoteles’s Lazard LAZ Stock Holding History

Ergoteles’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
2020
Q4 		– Sell
-9,000
Closed -$297K – 802
2020
Q3 		$297K Buy
+9,000
New +$277K 0.04% 350

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ergoteles's LAZ Position: Q4 2020 in Review

Ergoteles sold out of Lazard (LAZ) in Q4 2020, closing a stake of 9,000 shares — an estimated $297K sold.

Ergoteles first reported a position in LAZ in Q3 2020 and held it in 1 quarter. The position peaked at $297K in Q3 2020. 239 funds tracked by Wall St. Rank hold LAZ as of Q4 2020.

  • Ergoteles reported no remaining Lazard position as of Q4 2020 after selling out during the quarter.
  • Ergoteles sold 9,000 Lazard shares in Q4 2020, an estimated $297K.
  • Ergoteles first reported a position in Lazard in Q3 2020 and held it in 1 quarter.
  • Ergoteles's Lazard position peaked at $297K in Q3 2020.
  • 239 funds tracked by Wall St. Rank held Lazard as of Q4 2020.

Based on Ergoteles's 13F filing for Q4 2020, filed 11 Feb 2021.