Hotchkis & Wiley Capital Management’s Lazard LAZ Stock Holding History

Hotchkis & Wiley Capital 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
2024 Q4	–	Sell	-42,000	Closed	-$2.12M	–	484
2024 Q3	$2.12M	Hold	42,000	–	–	0.01%	473
2024 Q2	$1.6M	Hold	42,000	–	–	0.01%	475
2024 Q1	$1.76M	Hold	42,000	–	–	0.01%	475
2023 Q4	$1.46M	Hold	42,000	–	–	0.01%	471
2023 Q3	$1.3M	Hold	42,000	–	–	﹤0.01%	472
2023 Q2	$1.34M	Hold	42,000	–	–	0.01%	477
2023 Q1	$1.39M	Hold	42,000	–	–	0.01%	476
2022 Q4	$1.46M	Hold	42,000	–	–	0.01%	477
2022 Q3	$1.34M	Hold	42,000	–	–	0.01%	500
2022 Q2	$1.36M	Sell	42,000 -50,541	-55%	-$1.71M	0.01%	479
2022 Q1	$3.19M	Sell	92,541 -99,939	-52%	-$3.87M	0.01%	417
2021 Q4	$8.4M	Sell	192,480 -3,900	-2%	-$182K	0.03%	222
2021 Q3	$8.99M	Sell	196,380 -181,545	-48%	-$8.47M	0.03%	166
2021 Q2	$17.1M	Sell	377,925 -43,610	-10%	-$2M	0.05%	127
2021 Q1	$18.3M	Buy	421,535 +31,875	+8%	+$1.36M	0.06%	118
2020 Q4	$16.5M	Sell	389,660 -43,520	-10%	-$1.64M	0.06%	116
2020 Q3	$14.3M	Buy	433,180 +143,570	+50%	+$4.42M	0.07%	114
2020 Q2	$8.29M	Sell	289,610 -20,860	-7%	-$565K	0.04%	125
2020 Q1	$7.32M	Sell	310,470 -79,900	-20%	-$2.96M	0.04%	118
2019 Q4	$15.6M	Sell	390,370 -440,850	-53%	-$16.7M	0.05%	120
2019 Q3	$29.1M	Sell	831,220 -334,940	-29%	-$11.9M	0.12%	109
2019 Q2	$40.1M	Buy	+1,166,160	New	+$41.8M	0.15%	97

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

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Hotchkis & Wiley Capital Management's LAZ Position: Q4 2024 in Review

Hotchkis & Wiley Capital Management sold out of Lazard (LAZ) in Q4 2024, closing a stake of 42,000 shares — an estimated $2.12M sold.

Hotchkis & Wiley Capital Management first reported a position in LAZ in Q2 2019 and held it in 22 quarters. The position peaked at $40.1M in Q2 2019. 294 funds tracked by Wall St. Rank hold LAZ as of Q4 2024.

Hotchkis & Wiley Capital Management reported no remaining Lazard position as of Q4 2024 after selling out during the quarter.
Hotchkis & Wiley Capital Management sold 42,000 Lazard shares in Q4 2024, an estimated $2.12M.
Hotchkis & Wiley Capital Management first reported a position in Lazard in Q2 2019 and held it in 22 quarters.
Hotchkis & Wiley Capital Management's Lazard position peaked at $40.1M in Q2 2019.
294 funds tracked by Wall St. Rank held Lazard as of Q4 2024.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.