Johnson Midwest Financial’s Lazard LAZ Stock Holding History

Johnson Midwest Financial’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 Q1	–	Sell	-350	Closed	-$15K	–	288
2021 Q4	$15K	Buy	350 +3	+0.9%	+$140	0.01%	153
2021 Q3	$16K	Buy	347 +4	+1%	+$187	0.01%	153
2021 Q2	$16K	Buy	343 +3	+0.9%	+$138	0.02%	142
2021 Q1	$15K	Hold	340	–	–	0.02%	143
2020 Q4	$14K	Buy	+340	New	+$12.8K	0.01%	157

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Johnson Midwest Financial's LAZ Position: Q1 2022 in Review

Johnson Midwest Financial sold out of Lazard (LAZ) in Q1 2022, closing a stake of 350 shares — an estimated $15K sold.

Johnson Midwest Financial first reported a position in LAZ in Q4 2020 and held it in 5 quarters. The position peaked at $16K in Q3 2021. 234 funds tracked by Wall St. Rank hold LAZ as of Q1 2022.

Johnson Midwest Financial reported no remaining Lazard position as of Q1 2022 after selling out during the quarter.
Johnson Midwest Financial sold 350 Lazard shares in Q1 2022, an estimated $15K.
Johnson Midwest Financial first reported a position in Lazard in Q4 2020 and held it in 5 quarters.
Johnson Midwest Financial's Lazard position peaked at $16K in Q3 2021.
234 funds tracked by Wall St. Rank held Lazard as of Q1 2022.

Based on Johnson Midwest Financial's 13F filing for Q1 2022, filed 13 Apr 2022.