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Jackson Creek Investment Advisors’s Lazard LAZ Stock Holding History

Jackson Creek Investment Advisors’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
-7,258
Closed -$316K – 333
2021
Q1 		$316K Sell
7,258
-154
-2% -$6.55K 0.11% 275
2020
Q4 		$314K Sell
7,412
-48
-0.6% -$1.81K 0.12% 262
2020
Q3 		$247K Buy
+7,460
New +$230K 0.11% 284

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Jackson Creek Investment Advisors's LAZ Position: Q2 2021 in Review

Jackson Creek Investment Advisors sold out of Lazard (LAZ) in Q2 2021, closing a stake of 7,258 shares — an estimated $316K sold.

Jackson Creek Investment Advisors first reported a position in LAZ in Q3 2020 and held it in 3 quarters. The position peaked at $316K in Q1 2021. 260 funds tracked by Wall St. Rank hold LAZ as of Q2 2021.

  • Jackson Creek Investment Advisors reported no remaining Lazard position as of Q2 2021 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 7,258 Lazard shares in Q2 2021, an estimated $316K.
  • Jackson Creek Investment Advisors first reported a position in Lazard in Q3 2020 and held it in 3 quarters.
  • Jackson Creek Investment Advisors's Lazard position peaked at $316K in Q1 2021.
  • 260 funds tracked by Wall St. Rank held Lazard as of Q2 2021.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.