MCM
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Maltese Capital Management’s Lazard LAZ Stock Holding History

Maltese Capital 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
Q1 		– Sell
-109,400
Closed -$4.63M – 168
2020
Q4 		$4.63M Buy
109,400
+44,400
+68% +$1.68M 0.71% 46
2020
Q3 		$2.15M Buy
65,000
+25,000
+63% +$770K 0.36% 94
2020
Q2 		$1.15M Buy
+40,000
New +$1.08M 0.15% 129
2018
Q4 		– Sell
-185,900
Closed -$8.95M – 203
2018
Q3 		$8.95M Sell
185,900
-79,100
-30% -$3.93M 0.62% 57
2018
Q2 		$13M Buy
265,000
+29,900
+13% +$1.58M 0.86% 31
2018
Q1 		$12.4M Buy
235,100
+130,100
+124% +$7.22M 0.84% 34
2017
Q4 		$5.51M Buy
+105,000
New +$5.03M 0.41% 91
2016
Q3 		– Sell
-25,000
Closed -$744K – 190
2016
Q2 		$744K Buy
+25,000
New +$867K 0.09% 170
2014
Q4 		– Sell
-97,500
Closed -$4.94M – 213
2014
Q3 		$4.94M Buy
97,500
+2,500
+3% +$131K 0.6% 58
2014
Q2 		$4.9M Buy
95,000
+5,000
+6% +$246K 0.64% 53
2014
Q1 		$4.24M Sell
90,000
-294,100
-77% -$13.2M 0.52% 70
2013
Q4 		$17.4M Sell
384,100
-52,300
-12% -$2.12M 1.79% 9
2013
Q3 		$15.7M Buy
436,400
+116,400
+36% +$4.13M 1.65% 11
2013
Q2 		$10.3M Buy
+320,000
New +$10.7M 1.08% 27

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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 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

Maltese Capital Management's LAZ Position: Q1 2021 in Review

Maltese Capital Management sold out of Lazard (LAZ) in Q1 2021, closing a stake of 109,400 shares — an estimated $4.63M sold.

Maltese Capital Management first reported a position in LAZ in Q2 2013 and held it in 14 quarters. The position peaked at $17.4M in Q4 2013. 261 funds tracked by Wall St. Rank hold LAZ as of Q1 2021.

  • Maltese Capital Management reported no remaining Lazard position as of Q1 2021 after selling out during the quarter.
  • Maltese Capital Management sold 109,400 Lazard shares in Q1 2021, an estimated $4.63M.
  • Maltese Capital Management first reported a position in Lazard in Q2 2013 and held it in 14 quarters.
  • Maltese Capital Management's Lazard position peaked at $17.4M in Q4 2013.
  • 261 funds tracked by Wall St. Rank held Lazard as of Q1 2021.

Based on Maltese Capital Management's 13F filing for Q1 2021, filed 17 May 2021.