MWA
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Marshall Wace Asia’s Lazard LAZ Stock Holding History

Marshall Wace Asia’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
Q3 		$34.6M Buy
756,362
+290,969
+63% +$13.6M 0.82% 41
2021
Q2 		$21.1M Sell
465,393
-513,283
-52% -$23.5M 0.45% 65
2021
Q1 		$42.6M Buy
978,676
+248,461
+34% +$10.6M 0.95% 40
2020
Q4 		$30.9M Buy
+730,215
New +$27.6M 0.56% 61

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
AI
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
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
JP Morgan Chase
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace Asia's LAZ Position: Q3 2021 in Review

Marshall Wace Asia increased its Lazard (LAZ) stake by 63% in Q3 2021, buying an estimated $13.6M and bringing the position to 756,362 shares worth $34.6M. The position accounts for 0.82% of the portfolio, ranked #41.

Marshall Wace Asia first reported a position in LAZ in Q4 2020 and has held it in 4 quarters since. The position peaked at $42.6M in Q1 2021. 240 funds tracked by Wall St. Rank hold LAZ as of Q3 2021.

  • Marshall Wace Asia held 756,362 shares of Lazard worth $34.6M as of Q3 2021.
  • Marshall Wace Asia bought 290,969 Lazard shares in Q3 2021, an estimated $13.6M.
  • Lazard made up 0.82% of Marshall Wace Asia's portfolio in Q3 2021, its #41 holding.
  • Marshall Wace Asia first reported a position in Lazard in Q4 2020 and has held it in 4 quarters since.
  • Marshall Wace Asia's Lazard position peaked at $42.6M in Q1 2021.
  • 240 funds tracked by Wall St. Rank held Lazard as of Q3 2021.

Based on Marshall Wace Asia's 13F filing for Q3 2021, filed 15 Nov 2021.