First Washington Corp’s Lazard LAZ Stock Holding History

First Washington Corp’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 Q4	–	Sell	-52,372	Closed	-$1.62M	–	58
2023 Q3	$1.62M	Buy	52,372 +2,372	+5%	+$79.5K	0.66%	47
2023 Q2	$1.6M	Hold	50,000	–	–	0.7%	42
2023 Q1	$1.66M	Sell	50,000 -127,321	-72%	-$4.7M	0.82%	43
2022 Q4	$6.15M	Buy	177,321 +21,358	+14%	+$759K	3.01%	6
2022 Q3	$4.96M	Hold	155,963	–	–	2.5%	6
2022 Q2	$5.05M	Buy	+155,963	New	+$5.26M	2.35%	9
2020 Q4	–	Sell	-25,710	Closed	-$850K	–	74
2020 Q3	$850K	Buy	+25,710	New	+$792K	0.51%	46

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

First Washington Corp's LAZ Position: Q4 2023 in Review

First Washington Corp sold out of Lazard (LAZ) in Q4 2023, closing a stake of 52,372 shares — an estimated $1.62M sold.

First Washington Corp first reported a position in LAZ in Q3 2020 and held it in 7 quarters. The position peaked at $6.15M in Q4 2022. 164 funds tracked by Wall St. Rank hold LAZ as of Q4 2023.

First Washington Corp reported no remaining Lazard position as of Q4 2023 after selling out during the quarter.
First Washington Corp sold 52,372 Lazard shares in Q4 2023, an estimated $1.62M.
First Washington Corp first reported a position in Lazard in Q3 2020 and held it in 7 quarters.
First Washington Corp's Lazard position peaked at $6.15M in Q4 2022.
164 funds tracked by Wall St. Rank held Lazard as of Q4 2023.

Based on First Washington Corp's 13F filing for Q4 2023, filed 14 Feb 2024.