PAX Financial Group’s Lazard LAZ Stock Holding History

PAX 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
2022 Q1	–	Sell	-6,975	Closed	-$304K	–	212
2021 Q4	$304K	Buy	+6,975	New	+$326K	0.07%	169

Other funds holding LAZ

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

PAX Financial Group's LAZ Position: Q1 2022 in Review

PAX Financial Group sold out of Lazard (LAZ) in Q1 2022, closing a stake of 6,975 shares — an estimated $304K sold.

PAX Financial Group first reported a position in LAZ in Q4 2021 and held it in 1 quarter. The position peaked at $304K in Q4 2021. 234 funds tracked by Wall St. Rank hold LAZ as of Q1 2022.

PAX Financial Group reported no remaining Lazard position as of Q1 2022 after selling out during the quarter.
PAX Financial Group sold 6,975 Lazard shares in Q1 2022, an estimated $304K.
PAX Financial Group first reported a position in Lazard in Q4 2021 and held it in 1 quarter.
PAX Financial Group's Lazard position peaked at $304K in Q4 2021.
234 funds tracked by Wall St. Rank held Lazard as of Q1 2022.

Based on PAX Financial Group's 13F filing for Q1 2022, filed 10 May 2022.