JB Capital’s Lazard LAZ Stock Holding History

JB Capital’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 Q1	–	Sell	-30,275	Closed	-$1.32M	–	251
2021 Q4	$1.32M	Buy	30,275 +876	+3%	+$41K	0.13%	80
2021 Q3	$1.35M	Buy	+29,399	New	+$1.37M	0.17%	82

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

JB Capital's LAZ Position: Q1 2022 in Review

JB Capital sold out of Lazard (LAZ) in Q1 2022, closing a stake of 30,275 shares — an estimated $1.32M sold.

JB Capital first reported a position in LAZ in Q3 2021 and held it in 2 quarters. The position peaked at $1.35M in Q3 2021. 234 funds tracked by Wall St. Rank hold LAZ as of Q1 2022.

JB Capital reported no remaining Lazard position as of Q1 2022 after selling out during the quarter.
JB Capital sold 30,275 Lazard shares in Q1 2022, an estimated $1.32M.
JB Capital first reported a position in Lazard in Q3 2021 and held it in 2 quarters.
JB Capital's Lazard position peaked at $1.35M in Q3 2021.
234 funds tracked by Wall St. Rank held Lazard as of Q1 2022.

Based on JB Capital's 13F filing for Q1 2022, filed 19 Apr 2022.