First Dallas Securities’s Lazard LAZ Stock Holding History

First Dallas Securities’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	-22,315	Closed	-$974K	–	125
2021 Q4	$974K	Sell	22,315 -1,450	-6%	-$67.8K	0.64%	49
2021 Q3	$1.09M	Hold	23,765	–	–	0.75%	41
2021 Q2	$1.07M	Sell	23,765 -1,385	-6%	-$63.5K	0.7%	43
2021 Q1	$1.09M	Buy	+25,150	New	+$1.07M	0.93%	37
2018 Q1	–	Sell	-2,425	Closed	-$127K	–	119
2017 Q4	$127K	Buy	+2,425	New	+$116K	0.08%	127

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

First Dallas Securities's LAZ Position: Q1 2022 in Review

First Dallas Securities sold out of Lazard (LAZ) in Q1 2022, closing a stake of 22,315 shares — an estimated $974K sold.

First Dallas Securities first reported a position in LAZ in Q4 2017 and held it in 5 quarters. The position peaked at $1.09M in Q1 2021. 234 funds tracked by Wall St. Rank hold LAZ as of Q1 2022.

First Dallas Securities reported no remaining Lazard position as of Q1 2022 after selling out during the quarter.
First Dallas Securities sold 22,315 Lazard shares in Q1 2022, an estimated $974K.
First Dallas Securities first reported a position in Lazard in Q4 2017 and held it in 5 quarters.
First Dallas Securities's Lazard position peaked at $1.09M in Q1 2021.
234 funds tracked by Wall St. Rank held Lazard as of Q1 2022.

Based on First Dallas Securities's 13F filing for Q1 2022, filed 12 May 2022.