Jacobs Levy Equity Management
LAZ icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management's LAZ Position: Q2 2024 in Review

Jacobs Levy Equity Management sold out of Lazard (LAZ) in Q2 2024, closing a stake of 23,469 shares — an estimated $983K sold.

Jacobs Levy Equity Management first reported a position in LAZ in Q2 2018 and held it in 11 quarters. The position peaked at $20.4M in Q1 2022. 257 funds tracked by Wall St. Rank hold LAZ as of Q2 2024.

  • Jacobs Levy Equity Management reported no remaining Lazard position as of Q2 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 23,469 Lazard shares in Q2 2024, an estimated $983K.
  • Jacobs Levy Equity Management first reported a position in Lazard in Q2 2018 and held it in 11 quarters.
  • Jacobs Levy Equity Management's Lazard position peaked at $20.4M in Q1 2022.
  • 257 funds tracked by Wall St. Rank held Lazard as of Q2 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2024, filed 14 Aug 2024.