FourThought Financial’s Lazard LAZ Stock Holding History

FourThought Financial’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 Q3	–	Sell	-500	Closed	-$16K	–	1531
2022 Q2	$16K	Hold	500	–	–	﹤0.01%	914
2022 Q1	$17K	Hold	500	–	–	﹤0.01%	935
2021 Q4	$22K	Hold	500	–	–	﹤0.01%	906
2021 Q3	$22K	Hold	500	–	–	﹤0.01%	929
2021 Q2	$22K	Buy	+500	New	+$22.9K	﹤0.01%	925

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 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

FourThought Financial's LAZ Position: Q3 2022 in Review

FourThought Financial sold out of Lazard (LAZ) in Q3 2022, closing a stake of 500 shares — an estimated $16K sold.

FourThought Financial first reported a position in LAZ in Q2 2021 and held it in 5 quarters. The position peaked at $22K in Q4 2021. 216 funds tracked by Wall St. Rank hold LAZ as of Q3 2022.

FourThought Financial reported no remaining Lazard position as of Q3 2022 after selling out during the quarter.
FourThought Financial sold 500 Lazard shares in Q3 2022, an estimated $16K.
FourThought Financial first reported a position in Lazard in Q2 2021 and held it in 5 quarters.
FourThought Financial's Lazard position peaked at $22K in Q4 2021.
216 funds tracked by Wall St. Rank held Lazard as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.