Koshinski Asset Management
LAZ icon

Koshinski Asset Management’s Lazard LAZ Stock Holding History

Koshinski Asset 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
2022
Q1 		– Sell
-4,220
Closed -$184K – 2188
2021
Q4 		$184K Hold
4,220
– – 0.01% 650
2021
Q3 		$193K Buy
+4,220
New +$197K 0.02% 621
2018
Q4 		– Sell
-6,114
Closed -$294K – 465
2018
Q3 		$294K Buy
+6,114
New +$304K 0.04% 422
2018
Q2 		– Sell
-4,293
Closed -$226K – 377
2018
Q1 		$226K Sell
4,293
-1,306
-23% -$72.5K 0.07% 326
2017
Q4 		$294K Sell
5,599
-447
-7% -$21.4K 0.07% 337
2017
Q3 		$273K Sell
6,046
-509
-8% -$22.6K 0.09% 306
2017
Q2 		$304K Buy
+6,555
New +$294K 0.11% 275

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fisher Asset Management
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

Koshinski Asset Management's LAZ Position: Q1 2022 in Review

Koshinski Asset Management sold out of Lazard (LAZ) in Q1 2022, closing a stake of 4,220 shares — an estimated $184K sold.

Koshinski Asset Management first reported a position in LAZ in Q2 2017 and held it in 7 quarters. The position peaked at $304K in Q2 2017. 234 funds tracked by Wall St. Rank hold LAZ as of Q1 2022.

  • Koshinski Asset Management reported no remaining Lazard position as of Q1 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 4,220 Lazard shares in Q1 2022, an estimated $184K.
  • Koshinski Asset Management first reported a position in Lazard in Q2 2017 and held it in 7 quarters.
  • Koshinski Asset Management's Lazard position peaked at $304K in Q2 2017.
  • 234 funds tracked by Wall St. Rank held Lazard as of Q1 2022.

Based on Koshinski Asset Management's 13F filing for Q1 2022, filed 20 Apr 2022.