JWM
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Jeppson Wealth Management’s Lazard LAZ Stock Holding History

Jeppson Wealth 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
2023
Q2 		– Sell
-9,493
Closed -$314K – 198
2023
Q1 		$314K Sell
9,493
-15
-0.2% -$553 0.14% 140
2022
Q4 		$330K Buy
9,508
+1,283
+16% +$45.6K 0.14% 141
2022
Q3 		$262K Sell
8,225
-570
-6% -$20.5K 0.12% 154
2022
Q2 		$285K Buy
8,795
+2,570
+41% +$86.7K 0.12% 144
2022
Q1 		$214K Buy
+6,225
New +$241K 0.1% 161

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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jeppson Wealth Management's LAZ Position: Q2 2023 in Review

Jeppson Wealth Management sold out of Lazard (LAZ) in Q2 2023, closing a stake of 9,493 shares — an estimated $314K sold.

Jeppson Wealth Management first reported a position in LAZ in Q1 2022 and held it in 5 quarters. The position peaked at $330K in Q4 2022. 197 funds tracked by Wall St. Rank hold LAZ as of Q2 2023.

  • Jeppson Wealth Management reported no remaining Lazard position as of Q2 2023 after selling out during the quarter.
  • Jeppson Wealth Management sold 9,493 Lazard shares in Q2 2023, an estimated $314K.
  • Jeppson Wealth Management first reported a position in Lazard in Q1 2022 and held it in 5 quarters.
  • Jeppson Wealth Management's Lazard position peaked at $330K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Lazard as of Q2 2023.

Based on Jeppson Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.