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Evergreen Private Wealth’s Lazard LAZ Stock Holding History

Evergreen Private Wealth’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
Q4 		– Sell
-42
Closed -$2.22K – 156
2025
Q3 		$2.22K Hold
42
– – ﹤0.01% 216
2025
Q2 		$2.02K Buy
+42
New +$1.76K ﹤0.01% 249

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evergreen Private Wealth's LAZ Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Lazard (LAZ) in Q4 2025, closing a stake of 42 shares — an estimated $2.22K sold.

Evergreen Private Wealth first reported a position in LAZ in Q2 2025 and held it in 2 quarters. The position peaked at $2.22K in Q3 2025. 336 funds tracked by Wall St. Rank hold LAZ as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Lazard position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 42 Lazard shares in Q4 2025, an estimated $2.22K.
  • Evergreen Private Wealth first reported a position in Lazard in Q2 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's Lazard position peaked at $2.22K in Q3 2025.
  • 336 funds tracked by Wall St. Rank held Lazard as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.