Loomis, Sayles & Company
LAZ icon

Loomis, Sayles & Company’s Lazard LAZ Stock Holding History

Loomis, Sayles & Company’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
-87
Closed -$3K – 847
2023
Q4 		$3K Buy
+87
New +$2.62K ﹤0.01% 934
2023
Q2 		– Sell
-864
Closed -$29K – 1030
2023
Q1 		$29K Sell
864
-25
-3% -$922 ﹤0.01% 690
2022
Q4 		$31K Buy
889
+761
+595% +$27.1K ﹤0.01% 688
2022
Q3 		$4K Buy
128
+32
+33% +$1.15K ﹤0.01% 694
2022
Q2 		$3K Hold
96
– – ﹤0.01% 772
2022
Q1 		$3K Buy
+96
New +$3.71K ﹤0.01% 876
2021
Q4 		– Sell
-447
Closed -$20K – 842
2021
Q3 		$20K Hold
447
– – ﹤0.01% 705
2021
Q2 		$20K Buy
447
+73
+20% +$3.35K ﹤0.01% 679
2021
Q1 		$16K Buy
374
+75
+25% +$3.19K ﹤0.01% 688
2020
Q4 		$13K Buy
+299
New +$11.3K ﹤0.01% 680
2018
Q3 		– Sell
-4,854
Closed -$237K – 922
2018
Q2 		$237K Buy
4,854
+4,377
+918% +$232K ﹤0.01% 600
2018
Q1 		$25K Sell
477
-1,033
-68% -$57.3K ﹤0.01% 757
2017
Q4 		$79K Sell
1,510
-5,786
-79% -$277K ﹤0.01% 612
2017
Q3 		$330K Buy
7,296
+6,742
+1,217% +$299K ﹤0.01% 593
2017
Q2 		$26K Buy
+554
New +$24.8K ﹤0.01% 720
2016
Q3 		– Sell
-174
Closed -$5K – 1045
2016
Q2 		$5K Buy
+174
New +$6.03K ﹤0.01% 851

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Morgan Stanley
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company's LAZ Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Lazard (LAZ) in Q1 2024, closing a stake of 87 shares — an estimated $3K sold.

Loomis, Sayles & Company first reported a position in LAZ in Q2 2016 and held it in 16 quarters. The position peaked at $330K in Q3 2017. 229 funds tracked by Wall St. Rank hold LAZ as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Lazard position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 87 Lazard shares in Q1 2024, an estimated $3K.
  • Loomis, Sayles & Company first reported a position in Lazard in Q2 2016 and held it in 16 quarters.
  • Loomis, Sayles & Company's Lazard position peaked at $330K in Q3 2017.
  • 229 funds tracked by Wall St. Rank held Lazard as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.