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Inspire Investing’s Lazard LAZ Stock Holding History

Inspire Investing’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
-13,176
Closed -$575K – 797
2021
Q4 		$575K Buy
+13,176
New +$616K 0.07% 208
2020
Q2 		– Sell
-1,634
Closed -$39K – 617
2020
Q1 		$39K Buy
+1,634
New +$60.5K 0.02% 581

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

Inspire Investing's LAZ Position: Q1 2022 in Review

Inspire Investing sold out of Lazard (LAZ) in Q1 2022, closing a stake of 13,176 shares — an estimated $575K sold.

Inspire Investing first reported a position in LAZ in Q1 2020 and held it in 2 quarters. The position peaked at $575K in Q4 2021. 234 funds tracked by Wall St. Rank hold LAZ as of Q1 2022.

  • Inspire Investing reported no remaining Lazard position as of Q1 2022 after selling out during the quarter.
  • Inspire Investing sold 13,176 Lazard shares in Q1 2022, an estimated $575K.
  • Inspire Investing first reported a position in Lazard in Q1 2020 and held it in 2 quarters.
  • Inspire Investing's Lazard position peaked at $575K in Q4 2021.
  • 234 funds tracked by Wall St. Rank held Lazard as of Q1 2022.

Based on Inspire Investing's 13F filing for Q1 2022, filed 21 Apr 2022.