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Essex Investment Management’s Lazard LAZ Stock Holding History

Essex Investment Management’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
Q1 		– Sell
-47,637
Closed -$2.08M – 409
2021
Q4 		$2.08M Sell
47,637
-23,500
-33% -$1.1M 0.24% 133
2021
Q3 		$3.26M Sell
71,137
-1,004
-1% -$46.8K 0.4% 77
2021
Q2 		$3.26M Sell
72,141
-1,879
-3% -$86.2K 0.38% 85
2021
Q1 		$3.22M Sell
74,020
-2,401
-3% -$102K 0.39% 78
2020
Q4 		$3.23M Buy
+76,421
New +$2.89M 0.4% 76

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Essex Investment Management's LAZ Position: Q1 2022 in Review

Essex Investment Management sold out of Lazard (LAZ) in Q1 2022, closing a stake of 47,637 shares — an estimated $2.08M sold.

Essex Investment Management first reported a position in LAZ in Q4 2020 and held it in 5 quarters. The position peaked at $3.26M in Q2 2021. 234 funds tracked by Wall St. Rank hold LAZ as of Q1 2022.

  • Essex Investment Management reported no remaining Lazard position as of Q1 2022 after selling out during the quarter.
  • Essex Investment Management sold 47,637 Lazard shares in Q1 2022, an estimated $2.08M.
  • Essex Investment Management first reported a position in Lazard in Q4 2020 and held it in 5 quarters.
  • Essex Investment Management's Lazard position peaked at $3.26M in Q2 2021.
  • 234 funds tracked by Wall St. Rank held Lazard as of Q1 2022.

Based on Essex Investment Management's 13F filing for Q1 2022, filed 9 May 2022.