Philadelphia Financial Management of San Francisco’s Lazard LAZ Stock Holding History

Philadelphia Financial Management of San Francisco’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
2025 Q1	–	Sell	-291,226	Closed	-$15M	–	61
2024 Q4	$15M	Buy	+291,226	New	+$15.6M	2.12%	20
2019 Q1	–	Sell	-404,089	Closed	-$14.9M	–	51
2018 Q4	$14.9M	Buy	+404,089	New	+$16.1M	2.79%	15
2018 Q2	–	Sell	-181,271	Closed	-$9.53M	–	44
2018 Q1	$9.53M	Buy	+181,271	New	+$10.1M	1.65%	29
2015 Q1	–	Sell	-318,340	Closed	-$15.9M	–	36
2014 Q4	$15.9M	Buy	318,340 +184,638	+138%	+$9.16M	2.79%	11
2014 Q3	$6.78M	Sell	133,702 -131,239	-50%	-$6.88M	1.25%	33
2014 Q2	$13.7M	Buy	+264,941	New	+$13.1M	3.59%	15
2014 Q1	–	Sell	-190,883	Closed	-$8.65M	–	33
2013 Q4	$8.65M	Sell	190,883 -7,155	-4%	-$290K	2.16%	21
2013 Q3	$7.13M	Buy	+198,038	New	+$7.03M	1.99%	23

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's LAZ Position: Q1 2025 in Review

Philadelphia Financial Management of San Francisco sold out of Lazard (LAZ) in Q1 2025, closing a stake of 291,226 shares — an estimated $15M sold.

Philadelphia Financial Management of San Francisco first reported a position in LAZ in Q3 2013 and held it in 8 quarters. The position peaked at $15.9M in Q4 2014. 287 funds tracked by Wall St. Rank hold LAZ as of Q1 2025.

Philadelphia Financial Management of San Francisco reported no remaining Lazard position as of Q1 2025 after selling out during the quarter.
Philadelphia Financial Management of San Francisco sold 291,226 Lazard shares in Q1 2025, an estimated $15M.
Philadelphia Financial Management of San Francisco first reported a position in Lazard in Q3 2013 and held it in 8 quarters.
Philadelphia Financial Management of San Francisco's Lazard position peaked at $15.9M in Q4 2014.
287 funds tracked by Wall St. Rank held Lazard as of Q1 2025.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q1 2025, filed 15 May 2025.