Lazard Asset Management
SAR icon

Lazard Asset Management’s Saratoga Investment SAR Stock Holding History

Lazard Asset Management’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,963
Closed -$71K – 2518
2022
Q2 		$71K Buy
2,963
+1,542
+109% +$40K ﹤0.01% 1658
2022
Q1 		$38K Buy
+1,421
New +$39.1K ﹤0.01% 1880
2021
Q2 		– Sell
-1,515
Closed -$38K – 2057
2021
Q1 		$38K Buy
+1,515
New +$35.1K ﹤0.01% 1557

Other funds holding SAR

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

Lazard Asset Management's SAR Position: Q3 2022 in Review

Lazard Asset Management sold out of Saratoga Investment (SAR) in Q3 2022, closing a stake of 2,963 shares — an estimated $71K sold.

Lazard Asset Management first reported a position in SAR in Q1 2021 and held it in 3 quarters. The position peaked at $71K in Q2 2022. 48 funds tracked by Wall St. Rank hold SAR as of Q3 2022.

  • Lazard Asset Management reported no remaining Saratoga Investment position as of Q3 2022 after selling out during the quarter.
  • Lazard Asset Management sold 2,963 Saratoga Investment shares in Q3 2022, an estimated $71K.
  • Lazard Asset Management first reported a position in Saratoga Investment in Q1 2021 and held it in 3 quarters.
  • Lazard Asset Management's Saratoga Investment position peaked at $71K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held Saratoga Investment as of Q3 2022.

Based on Lazard Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.