Interval Partners’s Lazard LAZ Stock Holding History

Interval Partners’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	-52,900	Closed	-$2.67M	–	417
2024 Q3	$2.67M	Buy	+52,900	New	+$2.45M	0.06%	246

Other funds holding LAZ

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

Interval Partners's LAZ Position: Q1 2025 in Review

Interval Partners sold out of Lazard (LAZ) in Q1 2025, closing a stake of 9,020 shares — an estimated $464K sold.

Interval Partners first reported a position in LAZ in Q4 2014 and held it in 23 quarters. The position peaked at $15.2M in Q3 2017. 287 funds tracked by Wall St. Rank hold LAZ as of Q1 2025.

Interval Partners reported no remaining Lazard position as of Q1 2025 after selling out during the quarter.
Interval Partners sold 9,020 Lazard shares in Q1 2025, an estimated $464K.
Interval Partners first reported a position in Lazard in Q4 2014 and held it in 23 quarters.
Interval Partners's Lazard position peaked at $15.2M in Q3 2017.
287 funds tracked by Wall St. Rank held Lazard as of Q1 2025.

Based on Interval Partners's 13F filing for Q1 2025, filed 15 May 2025.