Jacobs Levy Equity Management

Jacobs Levy Equity Management’s Lazard LAZ Stock Holding History

Jacobs Levy Equity 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 Q2	–	Sell	-23,469	Closed	-$983K	–	1009
2024 Q1	$983K	Sell	23,469 -523	-2%	-$20.4K	﹤0.01%	721
2023 Q4	$835K	Buy	23,992 +9,430	+65%	+$284K	﹤0.01%	752
2023 Q3	$452K	Buy	+14,562	New	+$488K	﹤0.01%	822
2023 Q2	–	Sell	-15,596	Closed	-$516K	–	1033
2023 Q1	$516K	Buy	+15,596	New	+$575K	﹤0.01%	797
2022 Q3	–	Sell	-367,862	Closed	-$11.9M	–	1098
2022 Q2	$11.9M	Sell	367,862 -223,912	-38%	-$7.56M	0.09%	249
2022 Q1	$20.4M	Buy	591,774 +583,485	+7,039%	+$22.6M	0.14%	175
2021 Q4	$362K	Buy	+8,289	New	+$388K	﹤0.01%	877
2020 Q2	–	Sell	-80,263	Closed	-$1.89M	–	1105
2020 Q1	$1.89M	Buy	+80,263	New	+$2.97M	0.02%	487
2019 Q1	–	Sell	-23,220	Closed	-$857K	–	997
2018 Q4	$857K	Sell	23,220 -24,840	-52%	-$991K	0.02%	631
2018 Q3	$2.31M	Sell	48,060 -7,910	-14%	-$393K	0.03%	484
2018 Q2	$2.74M	Buy	+55,970	New	+$2.96M	0.04%	436

Other funds holding LAZ

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return