JG
LAZ icon

Jefferies Group’s Lazard LAZ Stock Holding History

Jefferies Group’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
Q3 		– Sell
-7,011
Closed -$227K – 1802
2022
Q2 		$227K Buy
+7,011
New +$237K ﹤0.01% 1244
2019
Q4 		– Sell
-88,927
Closed -$3.11M – 2775
2019
Q3 		$3.11M Buy
88,927
+54,631
+159% +$1.93M 0.02% 786
2019
Q2 		$1.18M Buy
34,296
+27,100
+377% +$971K 0.01% 1203
2019
Q1 		$260K Buy
+7,196
New +$271K ﹤0.01% 1855
2018
Q4 		– Sell
-5,404
Closed -$260K – 2361
2018
Q3 		$260K Buy
+5,404
New +$269K ﹤0.01% 1951
2018
Q2 		– Sell
-25,059
Closed -$1.32M – 2515
2018
Q1 		$1.32M Buy
25,059
+2,172
+9% +$121K 0.01% 1066
2017
Q4 		$1.2M Buy
+22,887
New +$1.1M 0.01% 1250
2017
Q3 		– Sell
-13,845
Closed -$641K – 2487
2017
Q2 		$641K Buy
+13,845
New +$621K ﹤0.01% 1496
2017
Q1 		– Sell
-10,774
Closed -$443K – 2507
2016
Q4 		$443K Buy
+10,774
New +$419K ﹤0.01% 1637
2016
Q2 		– Sell
-5,763
Closed -$224K – 2294
2016
Q1 		$224K Sell
5,763
-4,054
-41% -$146K ﹤0.01% 1804
2015
Q4 		$442K Sell
9,817
-126,086
-93% -$5.78M ﹤0.01% 1597
2015
Q3 		$5.88M Buy
135,903
+132,694
+4,135% +$6.84M 0.03% 424
2015
Q2 		$181K Buy
+3,209
New +$178K ﹤0.01% 1990
2014
Q4 		– Sell
-39,301
Closed -$1.99M – 2171
2014
Q3 		$1.99M Buy
39,301
+32,704
+496% +$1.71M 0.01% 731
2014
Q2 		$340K Buy
6,597
+1,991
+43% +$98.1K ﹤0.01% 1466
2014
Q1 		$217K Buy
+4,606
New +$207K ﹤0.01% 1695
2013
Q3 		– Sell
-8,204
Closed -$264K – 2075
2013
Q2 		$264K Buy
+8,204
New +$274K ﹤0.01% 1377

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return

Jefferies Group's LAZ Position: Q3 2022 in Review

Jefferies Group sold out of Lazard (LAZ) in Q3 2022, closing a stake of 7,011 shares — an estimated $227K sold.

Jefferies Group first reported a position in LAZ in Q2 2013 and held it in 17 quarters. The position peaked at $5.88M in Q3 2015. 216 funds tracked by Wall St. Rank hold LAZ as of Q3 2022.

  • Jefferies Group reported no remaining Lazard position as of Q3 2022 after selling out during the quarter.
  • Jefferies Group sold 7,011 Lazard shares in Q3 2022, an estimated $227K.
  • Jefferies Group first reported a position in Lazard in Q2 2013 and held it in 17 quarters.
  • Jefferies Group's Lazard position peaked at $5.88M in Q3 2015.
  • 216 funds tracked by Wall St. Rank held Lazard as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.