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
2019 Q4	–	Sell	-74,000	Closed	-$2.59M	–	2776
2019 Q3	$2.59M	Hold	74,000	–	–	0.02%	918
2019 Q2	$2.54M	Buy	+74,000	New	+$2.65M	0.02%	794
2018 Q1	–	Sell	-30,000	Closed	-$1.57M	–	2503
2017 Q4	$1.57M	Buy	+30,000	New	+$1.44M	0.01%	1116
2017 Q3	–	Sell	-120,000	Closed	-$5.56M	–	2488
2017 Q2	$5.56M	Buy	+120,000	New	+$5.38M	0.04%	489
2015 Q4	–	Sell	-129,000	Closed	-$5.59M	–	2431
2015 Q3	$5.59M	Buy	+129,000	New	+$6.65M	0.03%	439

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 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.