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
2018
Q2 		– Sell
-20,000
Closed -$1.05M – 2514
2018
Q1 		$1.05M Buy
+20,000
New +$1.11M 0.01% 1176
2013
Q3 		– Sell
-37,500
Closed -$1.21M – 2074
2013
Q2 		$1.21M Buy
+37,500
New +$1.25M 0.01% 702

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.