Holocene Advisors
LAZ icon

Holocene Advisors’s Lazard LAZ Stock Holding History

Holocene Advisors’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
2024
Q2 		– Sell
-401,688
Closed -$16.8M – 776
2024
Q1 		$16.8M Buy
+401,688
New +$15.6M 0.06% 225
2022
Q1 		– Sell
-47,109
Closed -$2.06M – 950
2021
Q4 		$2.06M Buy
47,109
+163
+0.3% +$7.63K 0.01% 522
2021
Q3 		$2.15M Buy
+46,946
New +$2.19M 0.01% 529
2021
Q2 		– Sell
-66,739
Closed -$2.9M – 890
2021
Q1 		$2.9M Buy
66,739
+30,488
+84% +$1.3M 0.02% 505
2020
Q4 		$1.53M Sell
36,251
-22,624
-38% -$855K 0.01% 467
2020
Q3 		$1.95M Buy
+58,875
New +$1.81M 0.01% 380

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Holocene Advisors's LAZ Position: Q2 2024 in Review

Holocene Advisors sold out of Lazard (LAZ) in Q2 2024, closing a stake of 401,688 shares — an estimated $16.8M sold.

Holocene Advisors first reported a position in LAZ in Q3 2020 and held it in 6 quarters. The position peaked at $16.8M in Q1 2024. 257 funds tracked by Wall St. Rank hold LAZ as of Q2 2024.

  • Holocene Advisors reported no remaining Lazard position as of Q2 2024 after selling out during the quarter.
  • Holocene Advisors sold 401,688 Lazard shares in Q2 2024, an estimated $16.8M.
  • Holocene Advisors first reported a position in Lazard in Q3 2020 and held it in 6 quarters.
  • Holocene Advisors's Lazard position peaked at $16.8M in Q1 2024.
  • 257 funds tracked by Wall St. Rank held Lazard as of Q2 2024.

Based on Holocene Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.