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Phase 2 Partners’s Lazard LAZ Stock Holding History

Phase 2 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
2024
Q2 		– Sell
-64,704
Closed -$2.71M – 36
2024
Q1 		$2.71M Sell
64,704
-72,882
-53% -$2.84M 1.42% 26
2023
Q4 		$4.79M Buy
+137,586
New +$4.14M 2.53% 21
2023
Q3 		– Sell
-308,813
Closed -$9.88M – 23
2023
Q2 		$9.88M Buy
+308,813
New +$9.55M 4.48% 13

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phase 2 Partners's LAZ Position: Q2 2024 in Review

Phase 2 Partners sold out of Lazard (LAZ) in Q2 2024, closing a stake of 64,704 shares — an estimated $2.71M sold.

Phase 2 Partners first reported a position in LAZ in Q2 2023 and held it in 3 quarters. The position peaked at $9.88M in Q2 2023. 257 funds tracked by Wall St. Rank hold LAZ as of Q2 2024.

  • Phase 2 Partners reported no remaining Lazard position as of Q2 2024 after selling out during the quarter.
  • Phase 2 Partners sold 64,704 Lazard shares in Q2 2024, an estimated $2.71M.
  • Phase 2 Partners first reported a position in Lazard in Q2 2023 and held it in 3 quarters.
  • Phase 2 Partners's Lazard position peaked at $9.88M in Q2 2023.
  • 257 funds tracked by Wall St. Rank held Lazard as of Q2 2024.

Based on Phase 2 Partners's 13F filing for Q2 2024, filed 14 Aug 2024.