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Rheos Capital Works’s Lazard LAZ Stock Holding History

Rheos Capital Works’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
-205,000
Closed -$10.6M – 87
2024
Q4 		$10.6M Buy
205,000
+30,000
+17% +$1.61M 0.58% 60
2024
Q3 		$8.82M Buy
175,000
+95,000
+119% +$4.4M 0.46% 81
2024
Q2 		$3.05M Buy
+80,000
New +$3.12M 0.16% 97

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
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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rheos Capital Works's LAZ Position: Q1 2025 in Review

Rheos Capital Works sold out of Lazard (LAZ) in Q1 2025, closing a stake of 205,000 shares — an estimated $10.6M sold.

Rheos Capital Works first reported a position in LAZ in Q2 2024 and held it in 3 quarters. The position peaked at $10.6M in Q4 2024. 287 funds tracked by Wall St. Rank hold LAZ as of Q1 2025.

  • Rheos Capital Works reported no remaining Lazard position as of Q1 2025 after selling out during the quarter.
  • Rheos Capital Works sold 205,000 Lazard shares in Q1 2025, an estimated $10.6M.
  • Rheos Capital Works first reported a position in Lazard in Q2 2024 and held it in 3 quarters.
  • Rheos Capital Works's Lazard position peaked at $10.6M in Q4 2024.
  • 287 funds tracked by Wall St. Rank held Lazard as of Q1 2025.

Based on Rheos Capital Works's 13F filing for Q1 2025, filed 14 Apr 2025.