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Private Capital Advisors’s Lazard LAZ Stock Holding History

Private Capital Advisors’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 		– Sell
-213,480
Closed -$9.78M – 93
2021
Q3 		$9.78M Buy
213,480
+959
+0.5% +$44.7K 1.63% 21
2021
Q2 		$9.62M Sell
212,521
-53,888
-20% -$2.47M 1.63% 25
2021
Q1 		$11.6M Sell
266,409
-11,525
-4% -$490K 2.17% 13
2020
Q4 		$11.8M Sell
277,934
-10,398
-4% -$393K 2.37% 12
2020
Q3 		$9.53M Sell
288,332
-18,913
-6% -$583K 2.21% 14
2020
Q2 		$8.8M Buy
307,245
+115,066
+60% +$3.12M 2.28% 16
2020
Q1 		$4.53M Buy
+192,179
New +$7.11M 1.43% 25

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Private Capital Advisors's LAZ Position: Q4 2021 in Review

Private Capital Advisors sold out of Lazard (LAZ) in Q4 2021, closing a stake of 213,480 shares — an estimated $9.78M sold.

Private Capital Advisors first reported a position in LAZ in Q1 2020 and held it in 7 quarters. The position peaked at $11.8M in Q4 2020. 250 funds tracked by Wall St. Rank hold LAZ as of Q4 2021.

  • Private Capital Advisors reported no remaining Lazard position as of Q4 2021 after selling out during the quarter.
  • Private Capital Advisors sold 213,480 Lazard shares in Q4 2021, an estimated $9.78M.
  • Private Capital Advisors first reported a position in Lazard in Q1 2020 and held it in 7 quarters.
  • Private Capital Advisors's Lazard position peaked at $11.8M in Q4 2020.
  • 250 funds tracked by Wall St. Rank held Lazard as of Q4 2021.

Based on Private Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.