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Lathrop Investment Management’s Lazard LAZ Stock Holding History

Lathrop Investment 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
2021
Q3 		– Sell
-6,455
Closed -$292K – 73
2021
Q2 		$292K Sell
6,455
-1,010
-14% -$46.3K 0.06% 59
2021
Q1 		$325K Sell
7,465
-2,550
-25% -$108K 0.07% 56
2020
Q4 		$424K Sell
10,015
-72,102
-88% -$2.72M 0.1% 50
2020
Q3 		$2.71M Sell
82,117
-137,042
-63% -$4.22M 0.77% 32
2020
Q2 		$6.28M Sell
219,159
-51,906
-19% -$1.41M 1.87% 25
2020
Q1 		$6.39M Buy
271,065
+7,873
+3% +$291K 2.25% 20
2019
Q4 		$10.5M Buy
263,192
+116
+0% +$4.38K 2.8% 18
2019
Q3 		$9.21M Buy
263,076
+6,652
+3% +$236K 2.54% 21
2019
Q2 		$8.82M Sell
256,424
-295
-0.1% -$10.6K 2.5% 21
2019
Q1 		$9.28M Buy
256,719
+2,007
+0.8% +$75.5K 2.76% 19
2018
Q4 		$9.4M Buy
+254,712
New +$10.2M 3.29% 15

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lathrop Investment Management's LAZ Position: Q3 2021 in Review

Lathrop Investment Management sold out of Lazard (LAZ) in Q3 2021, closing a stake of 6,455 shares — an estimated $292K sold.

Lathrop Investment Management first reported a position in LAZ in Q4 2018 and held it in 11 quarters. The position peaked at $10.5M in Q4 2019. 240 funds tracked by Wall St. Rank hold LAZ as of Q3 2021.

  • Lathrop Investment Management reported no remaining Lazard position as of Q3 2021 after selling out during the quarter.
  • Lathrop Investment Management sold 6,455 Lazard shares in Q3 2021, an estimated $292K.
  • Lathrop Investment Management first reported a position in Lazard in Q4 2018 and held it in 11 quarters.
  • Lathrop Investment Management's Lazard position peaked at $10.5M in Q4 2019.
  • 240 funds tracked by Wall St. Rank held Lazard as of Q3 2021.

Based on Lathrop Investment Management's 13F filing for Q3 2021, filed 15 Oct 2021.