JTC Employer Solutions Trustee’s Lazard LAZ Stock Holding History

JTC Employer Solutions Trustee’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
2024 Q1	–	Sell	-45,000	Closed	-$1.57M	–	349
2023 Q4	$1.57M	Hold	45,000	–	–	0.14%	51
2023 Q3	$1.4M	Hold	45,000	–	–	0.13%	47
2023 Q2	$1.44M	Hold	45,000	–	–	0.14%	46
2023 Q1	$1.49M	Hold	45,000	–	–	0.16%	45
2022 Q4	$1.56M	Buy	+45,000	New	+$1.6M	0.13%	48

Other funds holding LAZ

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIP

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

JTC Employer Solutions Trustee's LAZ Position: Q1 2024 in Review

JTC Employer Solutions Trustee sold out of Lazard (LAZ) in Q1 2024, closing a stake of 45,000 shares — an estimated $1.57M sold.

JTC Employer Solutions Trustee first reported a position in LAZ in Q4 2022 and held it in 5 quarters. The position peaked at $1.57M in Q4 2023. 229 funds tracked by Wall St. Rank hold LAZ as of Q1 2024.

JTC Employer Solutions Trustee reported no remaining Lazard position as of Q1 2024 after selling out during the quarter.
JTC Employer Solutions Trustee sold 45,000 Lazard shares in Q1 2024, an estimated $1.57M.
JTC Employer Solutions Trustee first reported a position in Lazard in Q4 2022 and held it in 5 quarters.
JTC Employer Solutions Trustee's Lazard position peaked at $1.57M in Q4 2023.
229 funds tracked by Wall St. Rank held Lazard as of Q1 2024.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2024, filed 19 Apr 2024.