Mariner’s Lazard LAZ Stock Holding History

Mariner’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
2023 Q2	–	Sell	-12,612	Closed	-$418K	–	2884
2023 Q1	$418K	Sell	12,612 -2,241	-15%	-$82.7K	﹤0.01%	1795
2022 Q4	$515K	Buy	14,853 +469	+3%	+$16.7K	﹤0.01%	1635
2022 Q3	$458K	Buy	+14,384	New	+$517K	﹤0.01%	1473

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mariner's LAZ Position: Q2 2023 in Review

Mariner sold out of Lazard (LAZ) in Q2 2023, closing a stake of 12,612 shares — an estimated $418K sold.

Mariner first reported a position in LAZ in Q3 2022 and held it in 3 quarters. The position peaked at $515K in Q4 2022. 197 funds tracked by Wall St. Rank hold LAZ as of Q2 2023.

Mariner reported no remaining Lazard position as of Q2 2023 after selling out during the quarter.
Mariner sold 12,612 Lazard shares in Q2 2023, an estimated $418K.
Mariner first reported a position in Lazard in Q3 2022 and held it in 3 quarters.
Mariner's Lazard position peaked at $515K in Q4 2022.
197 funds tracked by Wall St. Rank held Lazard as of Q2 2023.

Based on Mariner's 13F filing for Q2 2023, filed 11 Aug 2023.