LDB
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Lee, Danner & Bass’s Lazard LAZ Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-600
Closed -$30.9K – 499
2024
Q4 		$30.9K Buy
+600
New +$32.1K ﹤0.01% 407

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
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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lee, Danner & Bass's LAZ Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Lazard (LAZ) in Q1 2025, closing a stake of 600 shares — an estimated $30.9K sold.

Lee, Danner & Bass first reported a position in LAZ in Q4 2024 and held it in 1 quarter. The position peaked at $30.9K in Q4 2024. 287 funds tracked by Wall St. Rank hold LAZ as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Lazard position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 600 Lazard shares in Q1 2025, an estimated $30.9K.
  • Lee, Danner & Bass first reported a position in Lazard in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Lazard position peaked at $30.9K in Q4 2024.
  • 287 funds tracked by Wall St. Rank held Lazard as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.