Horizon Investments’s Lazard LAZ Stock Holding History

Horizon Investments’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
2021 Q2	–	Sell	-42,771	Closed	-$1.86M	–	477
2021 Q1	$1.86M	Buy	+42,771	New	+$1.82M	0.07%	130
2020 Q3	–	Sell	-7,546	Closed	-$213K	–	427
2020 Q2	$213K	Buy	+7,546	New	+$204K	0.01%	419
2018 Q2	–	Sell	-12,574	Closed	-$661K	–	265
2018 Q1	$661K	Buy	+12,574	New	+$698K	0.03%	143

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Horizon Investments's LAZ Position: Q2 2021 in Review

Horizon Investments sold out of Lazard (LAZ) in Q2 2021, closing a stake of 42,771 shares — an estimated $1.86M sold.

Horizon Investments first reported a position in LAZ in Q1 2018 and held it in 3 quarters. The position peaked at $1.86M in Q1 2021. 260 funds tracked by Wall St. Rank hold LAZ as of Q2 2021.

Horizon Investments reported no remaining Lazard position as of Q2 2021 after selling out during the quarter.
Horizon Investments sold 42,771 Lazard shares in Q2 2021, an estimated $1.86M.
Horizon Investments first reported a position in Lazard in Q1 2018 and held it in 3 quarters.
Horizon Investments's Lazard position peaked at $1.86M in Q1 2021.
260 funds tracked by Wall St. Rank held Lazard as of Q2 2021.

Based on Horizon Investments's 13F filing for Q2 2021, filed 13 Aug 2021.