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Moloney Securities Asset Management’s Lazard LAZ Stock Holding History

Moloney Securities 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
2021
Q3 		– Sell
-4,713
Closed -$213K – 454
2021
Q2 		$213K Buy
4,713
+2
+0% +$92 0.04% 387
2021
Q1 		$205K Buy
+4,711
New +$200K 0.04% 377

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

Moloney Securities Asset Management's LAZ Position: Q3 2021 in Review

Moloney Securities Asset Management sold out of Lazard (LAZ) in Q3 2021, closing a stake of 4,713 shares — an estimated $213K sold.

Moloney Securities Asset Management first reported a position in LAZ in Q1 2021 and held it in 2 quarters. The position peaked at $213K in Q2 2021. 240 funds tracked by Wall St. Rank hold LAZ as of Q3 2021.

  • Moloney Securities Asset Management reported no remaining Lazard position as of Q3 2021 after selling out during the quarter.
  • Moloney Securities Asset Management sold 4,713 Lazard shares in Q3 2021, an estimated $213K.
  • Moloney Securities Asset Management first reported a position in Lazard in Q1 2021 and held it in 2 quarters.
  • Moloney Securities Asset Management's Lazard position peaked at $213K in Q2 2021.
  • 240 funds tracked by Wall St. Rank held Lazard as of Q3 2021.

Based on Moloney Securities Asset Management's 13F filing for Q3 2021, filed 27 Oct 2021.