Investor AB’s Lazard LAZ Stock Holding History

Investor AB’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 Q2	–	Sell	-12,850	Closed	-$443K	–	7
2022 Q1	$443K	Hold	12,850	–	–	0.01%	6
2021 Q4	$589K	Hold	12,850	–	–	0.01%	5
2021 Q3	$589K	Hold	12,850	–	–	0.02%	3
2021 Q2	$581K	Buy	+12,850	New	+$589K	0.02%	3

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

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

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

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

Investor AB's LAZ Position: Q2 2022 in Review

Investor AB sold out of Lazard (LAZ) in Q2 2022, closing a stake of 12,850 shares — an estimated $443K sold.

Investor AB first reported a position in LAZ in Q2 2021 and held it in 4 quarters. The position peaked at $589K in Q4 2021. 214 funds tracked by Wall St. Rank hold LAZ as of Q2 2022.

Investor AB reported no remaining Lazard position as of Q2 2022 after selling out during the quarter.
Investor AB sold 12,850 Lazard shares in Q2 2022, an estimated $443K.
Investor AB first reported a position in Lazard in Q2 2021 and held it in 4 quarters.
Investor AB's Lazard position peaked at $589K in Q4 2021.
214 funds tracked by Wall St. Rank held Lazard as of Q2 2022.

Based on Investor AB's 13F filing for Q2 2022, filed 15 Aug 2022.