FP
LAZ icon

Foundry Partners’s Lazard LAZ Stock Holding History

Foundry Partners’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
Q3 		– Sell
-178,298
Closed -$5.71M – 319
2023
Q2 		$5.71M Buy
178,298
+13,977
+9% +$432K 0.35% 80
2023
Q1 		$5.44M Buy
164,321
+8,596
+6% +$317K 0.34% 79
2022
Q4 		$5.4M Buy
155,725
+16,600
+12% +$590K 0.3% 83
2022
Q3 		$4.43M Buy
139,125
+1,054
+0.8% +$37.9K 0.28% 87
2022
Q2 		$4.47M Buy
138,071
+2,446
+2% +$82.6K 0.27% 91
2022
Q1 		$4.68M Sell
135,625
-195,485
-59% -$7.56M 0.24% 111
2021
Q4 		$14.4M Sell
331,110
-33,490
-9% -$1.57M 0.51% 77
2021
Q3 		$16.7M Sell
364,600
-17,948
-5% -$837K 0.6% 59
2021
Q2 		$17.3M Sell
382,548
-11,918
-3% -$547K 0.59% 52
2021
Q1 		$17.2M Sell
394,466
-11,306
-3% -$481K 0.56% 53
2020
Q4 		$17.2M Buy
405,772
+143,772
+55% +$5.43M 0.67% 39
2020
Q3 		$8.66M Buy
+262,000
New +$8.07M 0.42% 87

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Foundry Partners's LAZ Position: Q3 2023 in Review

Foundry Partners sold out of Lazard (LAZ) in Q3 2023, closing a stake of 178,298 shares — an estimated $5.71M sold.

Foundry Partners first reported a position in LAZ in Q3 2020 and held it in 12 quarters. The position peaked at $17.3M in Q2 2021. 195 funds tracked by Wall St. Rank hold LAZ as of Q3 2023.

  • Foundry Partners reported no remaining Lazard position as of Q3 2023 after selling out during the quarter.
  • Foundry Partners sold 178,298 Lazard shares in Q3 2023, an estimated $5.71M.
  • Foundry Partners first reported a position in Lazard in Q3 2020 and held it in 12 quarters.
  • Foundry Partners's Lazard position peaked at $17.3M in Q2 2021.
  • 195 funds tracked by Wall St. Rank held Lazard as of Q3 2023.

Based on Foundry Partners's 13F filing for Q3 2023, filed 9 Nov 2023.