MAM
LAZ icon

Meeder Asset Management’s Lazard LAZ Stock Holding History

Meeder Asset 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
2022
Q4 		– Sell
-7,046
Closed -$224K – 1447
2022
Q3 		$224K Buy
7,046
+1,213
+21% +$43.6K 0.01% 554
2022
Q2 		$189K Buy
+5,833
New +$197K 0.01% 613
2020
Q2 		– Sell
-2,042
Closed -$48K – 2269
2020
Q1 		$48K Buy
2,042
+243
+14% +$8.99K ﹤0.01% 929
2019
Q4 		$72K Hold
1,799
– – ﹤0.01% 902
2019
Q3 		$63K Sell
1,799
-1,159
-39% -$41K ﹤0.01% 936
2019
Q2 		$102K Hold
2,958
– – 0.01% 755
2019
Q1 		$107K Hold
2,958
– – 0.01% 685
2018
Q4 		$109K Hold
2,958
– – 0.01% 621
2018
Q3 		$142K Sell
2,958
-5,030
-63% -$250K 0.01% 563
2018
Q2 		$391K Sell
7,988
-23,836
-75% -$1.26M 0.03% 399
2018
Q1 		$1.67M Sell
31,824
-4,007
-11% -$222K 0.16% 137
2017
Q4 		$1.88M Sell
35,831
-6,917
-16% -$331K 0.16% 135
2017
Q3 		$1.93M Sell
42,748
-395
-0.9% -$17.5K 0.21% 128
2017
Q2 		$2M Buy
43,143
+30,953
+254% +$1.39M 0.19% 118
2017
Q1 		$561K Sell
12,190
-23,781
-66% -$1.03M 0.05% 368
2016
Q4 		$1.48M Buy
35,971
+22,470
+166% +$873K 0.14% 163
2016
Q3 		$490K Buy
+13,501
New +$472K 0.04% 429
2016
Q2 		– Sell
-9,471
Closed -$367K – 924
2016
Q1 		$367K Hold
9,471
– – 0.03% 476
2015
Q4 		$426K Hold
9,471
– – 0.04% 382
2015
Q3 		$410K Buy
+9,471
New +$488K 0.04% 421

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meeder Asset Management's LAZ Position: Q4 2022 in Review

Meeder Asset Management sold out of Lazard (LAZ) in Q4 2022, closing a stake of 7,046 shares — an estimated $224K sold.

Meeder Asset Management first reported a position in LAZ in Q3 2015 and held it in 20 quarters. The position peaked at $2M in Q2 2017. 208 funds tracked by Wall St. Rank hold LAZ as of Q4 2022.

  • Meeder Asset Management reported no remaining Lazard position as of Q4 2022 after selling out during the quarter.
  • Meeder Asset Management sold 7,046 Lazard shares in Q4 2022, an estimated $224K.
  • Meeder Asset Management first reported a position in Lazard in Q3 2015 and held it in 20 quarters.
  • Meeder Asset Management's Lazard position peaked at $2M in Q2 2017.
  • 208 funds tracked by Wall St. Rank held Lazard as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.