Paloma Partners’s Lazard LAZ Stock Holding History

Paloma 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
2020 Q4	–	Sell	-18,910	Closed	-$625K	–	1963
2020 Q3	$625K	Buy	+18,910	New	+$583K	0.02%	1011
2018 Q2	–	Sell	-13,669	Closed	-$718K	–	1948
2018 Q1	$718K	Buy	+13,669	New	+$758K	0.01%	1167

Other funds holding LAZ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

RAM

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Paloma Partners's LAZ Position: Q4 2020 in Review

Paloma Partners sold out of Lazard (LAZ) in Q4 2020, closing a stake of 18,910 shares — an estimated $625K sold.

Paloma Partners first reported a position in LAZ in Q1 2018 and held it in 2 quarters. The position peaked at $718K in Q1 2018. 239 funds tracked by Wall St. Rank hold LAZ as of Q4 2020.

Paloma Partners reported no remaining Lazard position as of Q4 2020 after selling out during the quarter.
Paloma Partners sold 18,910 Lazard shares in Q4 2020, an estimated $625K.
Paloma Partners first reported a position in Lazard in Q1 2018 and held it in 2 quarters.
Paloma Partners's Lazard position peaked at $718K in Q1 2018.
239 funds tracked by Wall St. Rank held Lazard as of Q4 2020.

Based on Paloma Partners's 13F filing for Q4 2020, filed 16 Feb 2021.