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Hollow Brook Wealth Management’s Lazard LAZ Stock Holding History

Hollow Brook Wealth Management’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
Q1 		– Sell
-22,830
Closed -$996K – 85
2021
Q4 		$996K Buy
22,830
+393
+2% +$18.4K 0.51% 44
2021
Q3 		$1.03M Sell
22,437
-26
-0.1% -$1.21K 0.64% 39
2021
Q2 		$1.02M Buy
+22,463
New +$1.03M 0.63% 34

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Hollow Brook Wealth Management's LAZ Position: Q1 2022 in Review

Hollow Brook Wealth Management sold out of Lazard (LAZ) in Q1 2022, closing a stake of 22,830 shares — an estimated $996K sold.

Hollow Brook Wealth Management first reported a position in LAZ in Q2 2021 and held it in 3 quarters. The position peaked at $1.03M in Q3 2021. 234 funds tracked by Wall St. Rank hold LAZ as of Q1 2022.

  • Hollow Brook Wealth Management reported no remaining Lazard position as of Q1 2022 after selling out during the quarter.
  • Hollow Brook Wealth Management sold 22,830 Lazard shares in Q1 2022, an estimated $996K.
  • Hollow Brook Wealth Management first reported a position in Lazard in Q2 2021 and held it in 3 quarters.
  • Hollow Brook Wealth Management's Lazard position peaked at $1.03M in Q3 2021.
  • 234 funds tracked by Wall St. Rank held Lazard as of Q1 2022.

Based on Hollow Brook Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.