RCA
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Ranch Capital Advisors’s Lazard LAZ Stock Holding History

Ranch 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
-400
Closed -$18K – 369
2021
Q3 		$18K Hold
400
– – 0.01% 391
2021
Q2 		$18K Sell
400
-59
-13% -$2.71K 0.01% 515
2021
Q1 		$19K Buy
459
+59
+15% +$2.51K 0.01% 479
2020
Q4 		$16K Sell
400
-125
-24% -$4.72K 0.01% 520
2020
Q3 		$17K Hold
525
– – 0.01% 487
2020
Q2 		$16K Sell
525
-83
-14% -$2.25K 0.01% 521
2020
Q1 		$14K Sell
608
-600
-50% -$22.2K 0.01% 523
2019
Q4 		$48K Buy
+1,208
New +$45.6K 0.04% 347

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

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

Ranch Capital Advisors sold out of Lazard (LAZ) in Q4 2021, closing a stake of 400 shares — an estimated $18K sold.

Ranch Capital Advisors first reported a position in LAZ in Q4 2019 and held it in 8 quarters. The position peaked at $48K in Q4 2019. 250 funds tracked by Wall St. Rank hold LAZ as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Lazard position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 400 Lazard shares in Q4 2021, an estimated $18K.
  • Ranch Capital Advisors first reported a position in Lazard in Q4 2019 and held it in 8 quarters.
  • Ranch Capital Advisors's Lazard position peaked at $48K in Q4 2019.
  • 250 funds tracked by Wall St. Rank held Lazard as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.