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Sargent Bickham Lagudis’s Lazard LAZ Stock Holding History

Sargent Bickham Lagudis’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
2022
Q3 		– Sell
-200
Closed -$6K – 1064
2022
Q2 		$6K Buy
+200
New +$6.75K ﹤0.01% 769
2016
Q3 		– Sell
-150
Closed -$4K – 752
2016
Q2 		$4K Hold
150
– – ﹤0.01% 626
2016
Q1 		$6K Buy
+150
New +$5.38K ﹤0.01% 613

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Sargent Bickham Lagudis's LAZ Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of Lazard (LAZ) in Q3 2022, closing a stake of 200 shares — an estimated $6K sold.

Sargent Bickham Lagudis first reported a position in LAZ in Q1 2016 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 216 funds tracked by Wall St. Rank hold LAZ as of Q3 2022.

  • Sargent Bickham Lagudis reported no remaining Lazard position as of Q3 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 200 Lazard shares in Q3 2022, an estimated $6K.
  • Sargent Bickham Lagudis first reported a position in Lazard in Q1 2016 and held it in 3 quarters.
  • Sargent Bickham Lagudis's Lazard position peaked at $6K in Q2 2022.
  • 216 funds tracked by Wall St. Rank held Lazard as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.