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 $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return