NFG
LAZ icon

Next Financial Group’s Lazard LAZ Stock Holding History

Next Financial Group’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
Q4 		$224K Sell
5,144
-1,962
-28% -$91.8K 0.01% 849
2021
Q3 		$325K Sell
7,106
-343
-5% -$16K 0.03% 631
2021
Q2 		$337K Sell
7,449
-656
-8% -$30.1K 0.03% 617
2021
Q1 		$353K Buy
8,105
+7,847
+3,041% +$334K 0.03% 554
2020
Q4 		$11K Buy
+258
New +$9.75K ﹤0.01% 1751
2020
Q1 		– Sell
-7,033
Closed -$281K – 2271
2019
Q4 		$281K Sell
7,033
-900
-11% -$34K 0.03% 559
2019
Q3 		$278K Sell
7,933
-1,952
-20% -$69.1K 0.03% 536
2019
Q2 		$340K Buy
+9,885
New +$354K 0.04% 478
2017
Q4 		– Sell
-171
Closed -$8K – 890
2017
Q3 		$8K Sell
171
-100
-37% -$4.43K ﹤0.01% 1295
2017
Q2 		$13K Hold
271
– – ﹤0.01% 1234
2017
Q1 		$12K Sell
271
-250
-48% -$10.8K ﹤0.01% 1215
2016
Q4 		$21K Buy
521
+100
+24% +$3.88K ﹤0.01% 1352
2016
Q3 		$15K Buy
421
+171
+68% +$5.98K ﹤0.01% 1485
2016
Q2 		$7K Sell
250
-240
-49% -$8.32K ﹤0.01% 1327
2016
Q1 		$19K Buy
+490
New +$17.6K 0.01% 959
2014
Q4 		– Sell
-8
Closed – – 2140
2014
Q3 		$0 Buy
+8
New +$419 ﹤0.01% 2539

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Next Financial Group's LAZ Position: Q4 2021 in Review

Next Financial Group reduced its Lazard (LAZ) stake by 28% in Q4 2021, selling an estimated $91.8K and leaving 5,144 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #849.

Next Financial Group first reported a position in LAZ in Q3 2014 and has held it in 16 quarters since. The position peaked at $353K in Q1 2021. 250 funds tracked by Wall St. Rank hold LAZ as of Q4 2021.

  • Next Financial Group held 5,144 shares of Lazard worth $224K as of Q4 2021.
  • Next Financial Group sold 1,962 Lazard shares in Q4 2021, an estimated $91.8K.
  • Lazard made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #849 holding.
  • Next Financial Group first reported a position in Lazard in Q3 2014 and has held it in 16 quarters since.
  • Next Financial Group's Lazard position peaked at $353K in Q1 2021.
  • 250 funds tracked by Wall St. Rank held Lazard as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.