MAM
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Morse Asset Management’s Lazard LAZ Stock Holding History

Morse 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
Q1 		– Sell
-7,000
Closed -$305K – 173
2021
Q4 		$305K Hold
7,000
– – 0.07% 145
2021
Q3 		$321K Hold
7,000
– – 0.08% 140
2021
Q2 		$317K Hold
7,000
– – 0.08% 140
2021
Q1 		$305K Sell
7,000
-26,100
-79% -$1.11M 0.08% 132
2020
Q4 		$1.4M Buy
33,100
+18,700
+130% +$706K 0.39% 65
2020
Q3 		$476K Sell
14,400
-18,775
-57% -$578K 0.15% 91
2020
Q2 		$950K Sell
33,175
-2,550
-7% -$69.1K 0.34% 71
2020
Q1 		$842K Sell
35,725
-6,125
-15% -$227K 0.4% 58
2019
Q4 		$1.67M Buy
41,850
+10,175
+32% +$384K 0.57% 54
2019
Q3 		$1.11M Buy
+31,675
New +$1.12M 0.41% 63

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Morse Asset Management's LAZ Position: Q1 2022 in Review

Morse Asset Management sold out of Lazard (LAZ) in Q1 2022, closing a stake of 7,000 shares — an estimated $305K sold.

Morse Asset Management first reported a position in LAZ in Q3 2019 and held it in 10 quarters. The position peaked at $1.67M in Q4 2019. 234 funds tracked by Wall St. Rank hold LAZ as of Q1 2022.

  • Morse Asset Management reported no remaining Lazard position as of Q1 2022 after selling out during the quarter.
  • Morse Asset Management sold 7,000 Lazard shares in Q1 2022, an estimated $305K.
  • Morse Asset Management first reported a position in Lazard in Q3 2019 and held it in 10 quarters.
  • Morse Asset Management's Lazard position peaked at $1.67M in Q4 2019.
  • 234 funds tracked by Wall St. Rank held Lazard as of Q1 2022.

Based on Morse Asset Management's 13F filing for Q1 2022, filed 12 May 2022.