Moody Aldrich Partners’s Lazard LAZ Stock Holding History

Moody Aldrich Partners’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
2025 Q1	–	Sell	-89,486	Closed	-$4.61M	–	195
2024 Q4	$4.61M	Buy	89,486 +16,121	+22%	+$864K	0.85%	46
2024 Q3	$3.7M	Buy	+73,365	New	+$3.4M	0.67%	67
2023 Q3	–	Sell	-56,268	Closed	-$1.8M	–	201
2023 Q2	$1.8M	Hold	56,268	–	–	0.35%	98
2023 Q1	$1.86M	Hold	56,268	–	–	0.38%	92
2022 Q4	$1.95M	Hold	56,268	–	–	0.4%	84
2022 Q3	$1.79M	Hold	56,268	–	–	0.37%	87
2022 Q2	$1.82M	Hold	56,268	–	–	0.36%	87
2022 Q1	$1.94M	Buy	56,268 +15,893	+39%	+$615K	0.27%	87
2021 Q4	$1.76M	Buy	40,375 +14,521	+56%	+$679K	0.25%	99
2021 Q3	$1.18M	Hold	25,854	–	–	0.15%	119
2021 Q2	$1.17M	Hold	25,854	–	–	0.16%	113
2021 Q1	$1.13M	Sell	25,854 -11,209	-30%	-$477K	0.16%	116
2020 Q4	$1.57M	Hold	37,063	–	–	0.25%	99
2020 Q3	$1.23M	Buy	37,063 +11,898	+47%	+$367K	0.26%	97
2020 Q2	$720K	Buy	+25,165	New	+$682K	0.15%	116
2019 Q3	–	Sell	-14,121	Closed	-$486K	–	133
2019 Q2	$486K	Buy	+14,121	New	+$506K	0.12%	100

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Moody Aldrich Partners's LAZ Position: Q1 2025 in Review

Moody Aldrich Partners sold out of Lazard (LAZ) in Q1 2025, closing a stake of 89,486 shares — an estimated $4.61M sold.

Moody Aldrich Partners first reported a position in LAZ in Q2 2019 and held it in 16 quarters. The position peaked at $4.61M in Q4 2024. 287 funds tracked by Wall St. Rank hold LAZ as of Q1 2025.

Moody Aldrich Partners reported no remaining Lazard position as of Q1 2025 after selling out during the quarter.
Moody Aldrich Partners sold 89,486 Lazard shares in Q1 2025, an estimated $4.61M.
Moody Aldrich Partners first reported a position in Lazard in Q2 2019 and held it in 16 quarters.
Moody Aldrich Partners's Lazard position peaked at $4.61M in Q4 2024.
287 funds tracked by Wall St. Rank held Lazard as of Q1 2025.

Based on Moody Aldrich Partners's 13F filing for Q1 2025, filed 29 Apr 2025.