John Overdeck’s Lazard LAZ Stock Holding History

John Overdeck’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 Q4	–	Sell	-5,600	Closed	-$270K	–	3285
2018 Q3	$270K	Sell	5,600 -4,900	-47%	-$244K	﹤0.01%	2829
2018 Q2	$514K	Buy	10,500 +1,600	+18%	+$84.7K	﹤0.01%	2625
2018 Q1	$468K	Sell	8,900 -8,100	-48%	-$449K	﹤0.01%	2503
2017 Q4	$893K	Sell	17,000 -17,000	-50%	-$815K	﹤0.01%	2047
2017 Q3	$1.54M	Sell	34,000 -21,600	-39%	-$958K	0.01%	1458
2017 Q2	$2.58M	Buy	+55,600	New	+$2.49M	0.01%	1248
2017 Q1	–	Sell	-6,000	Closed	-$247K	–	3118
2016 Q4	$247K	Sell	6,000 -31,500	-84%	-$1.22M	﹤0.01%	2846
2016 Q3	$1.36M	Buy	37,500 +30,500	+436%	+$1.07M	﹤0.01%	1746
2016 Q2	$208K	Buy	+7,000	New	+$243K	﹤0.01%	2738

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

John Overdeck's LAZ Position: Q2 2026 in Review

John Overdeck reduced its Lazard (LAZ) stake by 6.3% in Q2 2026, selling an estimated $2.75M and leaving 889,392 shares worth $37.3M. The position accounts for 0.03% of the portfolio, ranked #695.

John Overdeck first reported a position in LAZ in Q3 2013 and has held it in 50 quarters since. The position peaked at $44.7M in Q3 2024. 341 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

John Overdeck held 889,392 shares of Lazard worth $37.3M as of Q2 2026.
John Overdeck sold 60,049 Lazard shares in Q2 2026, an estimated $2.75M.
Lazard made up 0.03% of John Overdeck's portfolio in Q2 2026, its #695 holding.
John Overdeck first reported a position in Lazard in Q3 2013 and has held it in 50 quarters since.
John Overdeck's Lazard position peaked at $44.7M in Q3 2024.
341 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.