Marshall Wace
LAZ icon

Marshall Wace’s Lazard LAZ Stock Holding History

Marshall Wace’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
Q4 		– Sell
-47,477
Closed -$2.17M – 4097
2021
Q3 		$2.17M Buy
+47,477
New +$2.22M 0.01% 1482
2021
Q2 		– Sell
-10,319
Closed -$449K – 2867
2021
Q1 		$449K Sell
10,319
-173,958
-94% -$7.4M ﹤0.01% 1984
2020
Q4 		$7.79M Buy
+184,277
New +$6.96M 0.04% 418
2020
Q3 		– Sell
-28,965
Closed -$829K – 1771
2020
Q2 		$829K Buy
+28,965
New +$785K 0.01% 1055
2020
Q1 		– Sell
-2,125
Closed -$85K – 1869
2019
Q4 		$85K Buy
+2,125
New +$80.3K ﹤0.01% 1481
2018
Q3 		– Sell
-136,177
Closed -$6.66M – 1225
2018
Q2 		$6.66M Buy
+136,177
New +$7.21M 0.1% 241
2017
Q1 		– Sell
-9,545
Closed -$392K – 545
2016
Q4 		$392K Buy
+9,545
New +$371K ﹤0.01% 863
2016
Q3 		– Sell
-34,963
Closed -$1.04M – 1044
2016
Q2 		$1.04M Sell
34,963
-344,248
-91% -$11.9M 0.01% 707
2016
Q1 		$14.7M Sell
379,211
-1,249,256
-77% -$44.8M 0.14% 157
2015
Q4 		$73.3M Buy
1,628,467
+156,202
+11% +$7.16M 0.69% 22
2015
Q3 		$63.8M Buy
1,472,265
+514,931
+54% +$26.5M 0.78% 23
2015
Q2 		$53.8M Sell
957,334
-24,851
-3% -$1.38M 0.7% 24
2015
Q1 		$51.7M Buy
982,185
+200,996
+26% +$9.9M 0.67% 22
2014
Q4 		$39.1M Buy
781,189
+93,928
+14% +$4.66M 0.52% 44
2014
Q3 		$34.8M Sell
687,261
-777,962
-53% -$40.8M 0.5% 44
2014
Q2 		$75.5M Buy
1,465,223
+1,365,955
+1,376% +$67.3M 1.11% 15
2014
Q1 		$4.67M Buy
+99,268
New +$4.47M 0.09% 241

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
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Marshall Wace's LAZ Position: Q4 2021 in Review

Marshall Wace sold out of Lazard (LAZ) in Q4 2021, closing a stake of 47,477 shares — an estimated $2.17M sold.

Marshall Wace first reported a position in LAZ in Q1 2014 and held it in 17 quarters. The position peaked at $75.5M in Q2 2014. 250 funds tracked by Wall St. Rank hold LAZ as of Q4 2021.

  • Marshall Wace reported no remaining Lazard position as of Q4 2021 after selling out during the quarter.
  • Marshall Wace sold 47,477 Lazard shares in Q4 2021, an estimated $2.17M.
  • Marshall Wace first reported a position in Lazard in Q1 2014 and held it in 17 quarters.
  • Marshall Wace's Lazard position peaked at $75.5M in Q2 2014.
  • 250 funds tracked by Wall St. Rank held Lazard as of Q4 2021.

Based on Marshall Wace's 13F filing for Q4 2021, filed 14 Feb 2022.