FORA Capital’s Lazard LAZ Stock Holding History

FORA Capital’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
2021 Q1	–	Sell	-2,594	Closed	-$110K	–	947
2020 Q4	$110K	Buy	+2,594	New	+$98K	0.02%	642
2020 Q2	–	Sell	-8,326	Closed	-$196K	–	1127
2020 Q1	$196K	Buy	+8,326	New	+$308K	0.04%	457

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

FORA Capital's LAZ Position: Q1 2021 in Review

FORA Capital sold out of Lazard (LAZ) in Q1 2021, closing a stake of 2,594 shares — an estimated $110K sold.

FORA Capital first reported a position in LAZ in Q1 2020 and held it in 2 quarters. The position peaked at $196K in Q1 2020. 261 funds tracked by Wall St. Rank hold LAZ as of Q1 2021.

FORA Capital reported no remaining Lazard position as of Q1 2021 after selling out during the quarter.
FORA Capital sold 2,594 Lazard shares in Q1 2021, an estimated $110K.
FORA Capital first reported a position in Lazard in Q1 2020 and held it in 2 quarters.
FORA Capital's Lazard position peaked at $196K in Q1 2020.
261 funds tracked by Wall St. Rank held Lazard as of Q1 2021.

Based on FORA Capital's 13F filing for Q1 2021, filed 17 May 2021.