MA
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MUFG Americas’s Lazard LAZ Stock Holding History

MUFG Americas’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
Q2 		– Sell
-300
Closed -$13K – 693
2021
Q1 		$13K Buy
+300
New +$12.8K ﹤0.01% 608
2019
Q4 		– Sell
-897
Closed -$31K – 750
2019
Q3 		$31K Hold
897
– – ﹤0.01% 590
2019
Q2 		$31K Hold
897
– – ﹤0.01% 591
2019
Q1 		$32K Hold
897
– – ﹤0.01% 582
2018
Q4 		$33K Sell
897
-5,033
-85% -$201K ﹤0.01% 526
2018
Q3 		$285K Sell
5,930
-100
-2% -$4.97K 0.01% 367
2018
Q2 		$295K Sell
6,030
-65
-1% -$3.44K 0.01% 357
2018
Q1 		$320K Hold
6,095
– – 0.01% 359
2017
Q4 		$320K Sell
6,095
-1,183
-16% -$56.7K 0.01% 389
2017
Q3 		$330K Buy
7,278
+202
+3% +$8.96K 0.01% 385
2017
Q2 		$328K Sell
7,076
-3,902
-36% -$175K 0.01% 382
2017
Q1 		$505K Sell
10,978
-8,057
-42% -$347K 0.02% 350
2016
Q4 		$782K Sell
19,035
-5,561
-23% -$216K 0.03% 315
2016
Q3 		$894K Buy
24,596
+5,096
+26% +$178K 0.03% 303
2016
Q2 		$581K Sell
19,500
-6,252
-24% -$217K 0.02% 320
2016
Q1 		$999K Sell
25,752
-1,275
-5% -$45.8K 0.04% 271
2015
Q4 		$1.22M Sell
27,027
-7,048
-21% -$323K 0.04% 245
2015
Q3 		$1.48M Sell
34,075
-1,029
-3% -$53K 0.06% 237
2015
Q2 		$1.97M Sell
35,104
-2,449
-7% -$136K 0.07% 223
2015
Q1 		$1.98M Buy
37,553
+4,387
+13% +$216K 0.07% 225
2014
Q4 		$1.66M Sell
33,166
-960
-3% -$47.6K 0.06% 235
2014
Q3 		$1.73M Sell
34,126
-3,946
-10% -$207K 0.06% 229
2014
Q2 		$1.96M Buy
38,072
+8,451
+29% +$416K 0.06% 221
2014
Q1 		$1.4M Buy
29,621
+5,616
+23% +$253K 0.05% 247
2013
Q4 		$1.09M Sell
24,005
-670
-3% -$27.1K 0.04% 274
2013
Q3 		$889K Sell
24,675
-127,225
-84% -$4.51M 0.03% 305
2013
Q2 		$4.88M Buy
+151,900
New +$5.08M 0.1% 214

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

MUFG Americas's LAZ Position: Q2 2021 in Review

MUFG Americas sold out of Lazard (LAZ) in Q2 2021, closing a stake of 300 shares — an estimated $13K sold.

MUFG Americas first reported a position in LAZ in Q2 2013 and held it in 27 quarters. The position peaked at $4.88M in Q2 2013. 260 funds tracked by Wall St. Rank hold LAZ as of Q2 2021.

  • MUFG Americas reported no remaining Lazard position as of Q2 2021 after selling out during the quarter.
  • MUFG Americas sold 300 Lazard shares in Q2 2021, an estimated $13K.
  • MUFG Americas first reported a position in Lazard in Q2 2013 and held it in 27 quarters.
  • MUFG Americas's Lazard position peaked at $4.88M in Q2 2013.
  • 260 funds tracked by Wall St. Rank held Lazard as of Q2 2021.

Based on MUFG Americas's 13F filing for Q2 2021, filed 6 Aug 2021.