Manchester Financial’s Lazard LAZ Stock Holding History

Manchester Financial’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 Q2	–	Sell	-1,185	Closed	-$52K	–	376
2021 Q1	$52K	Hold	1,185	–	–	0.02%	177
2020 Q4	$50K	Buy	1,185 +700	+144%	+$26.4K	0.03%	156
2020 Q3	$16K	Hold	485	–	–	0.01%	262
2020 Q2	$14K	Hold	485	–	–	0.01%	276
2020 Q1	$11K	Hold	485	–	–	0.01%	280
2019 Q4	$19K	Buy	+485	New	+$18.3K	0.01%	276
2019 Q3	–	Sell	-485	Closed	-$17K	–	261
2019 Q2	$17K	Buy	+485	New	+$17.4K	0.01%	262

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Manchester Financial's LAZ Position: Q2 2021 in Review

Manchester Financial sold out of Lazard (LAZ) in Q2 2021, closing a stake of 1,185 shares — an estimated $52K sold.

Manchester Financial first reported a position in LAZ in Q2 2019 and held it in 7 quarters. The position peaked at $52K in Q1 2021. 260 funds tracked by Wall St. Rank hold LAZ as of Q2 2021.

Manchester Financial reported no remaining Lazard position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 1,185 Lazard shares in Q2 2021, an estimated $52K.
Manchester Financial first reported a position in Lazard in Q2 2019 and held it in 7 quarters.
Manchester Financial's Lazard position peaked at $52K in Q1 2021.
260 funds tracked by Wall St. Rank held Lazard as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.