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Private Trust Company’s Lazard LAZ Stock Holding History

Private Trust Company’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
Q3 		– Sell
-120
Closed -$5.76K – 2623
2025
Q2 		$5.76K Hold
120
– – ﹤0.01% 2006
2025
Q1 		$5.2K Hold
120
– – ﹤0.01% 2010
2024
Q4 		$6.18K Buy
120
+40
+50% +$2.14K ﹤0.01% 1908
2024
Q3 		$4.03K Buy
+80
New +$3.71K ﹤0.01% 2015
2023
Q3 		– Sell
-12
Closed -$384 – 2358
2023
Q2 		$384 Buy
12
+3
+33% +$93 ﹤0.01% 2229
2023
Q1 		$298 Hold
9
– – ﹤0.01% 2211
2022
Q4 		$0 Hold
9
– – ﹤0.01% 2225
2022
Q3 		$0 Sell
9
-3
-25% -$108 ﹤0.01% 2126
2022
Q2 		$0 Buy
+12
New +$405 ﹤0.01% 2120
2014
Q4 		– Sell
-1,246
Closed -$63K – 776
2014
Q3 		$63K Sell
1,246
-249
-17% -$13K 0.02% 488
2014
Q2 		$77K Hold
1,495
– – 0.03% 452
2014
Q1 		$70K Sell
1,495
-325
-18% -$14.6K 0.03% 416
2013
Q4 		$82K Buy
1,820
+250
+16% +$10.1K 0.03% 350
2013
Q3 		$57K Buy
1,570
+575
+58% +$20.4K 0.03% 398
2013
Q2 		$32K Buy
+995
New +$33.3K 0.01% 498

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 $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Trust Company's LAZ Position: Q3 2025 in Review

Private Trust Company sold out of Lazard (LAZ) in Q3 2025, closing a stake of 120 shares — an estimated $5.76K sold.

Private Trust Company first reported a position in LAZ in Q2 2013 and held it in 15 quarters. The position peaked at $82K in Q4 2013. 340 funds tracked by Wall St. Rank hold LAZ as of Q3 2025.

  • Private Trust Company reported no remaining Lazard position as of Q3 2025 after selling out during the quarter.
  • Private Trust Company sold 120 Lazard shares in Q3 2025, an estimated $5.76K.
  • Private Trust Company first reported a position in Lazard in Q2 2013 and held it in 15 quarters.
  • Private Trust Company's Lazard position peaked at $82K in Q4 2013.
  • 340 funds tracked by Wall St. Rank held Lazard as of Q3 2025.

Based on Private Trust Company's 13F filing for Q3 2025, filed 15 Oct 2025.