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Schubert & Co’s Lazard LAZ Stock Holding History

Schubert & Co’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
Q1 		– Sell
-14
Closed -$1K – 1215
2021
Q4 		$1K Buy
+14
New +$655 ﹤0.01% 722

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
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Schubert & Co's LAZ Position: Q1 2022 in Review

Schubert & Co sold out of Lazard (LAZ) in Q1 2022, closing a stake of 14 shares — an estimated $1K sold.

Schubert & Co first reported a position in LAZ in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 234 funds tracked by Wall St. Rank hold LAZ as of Q1 2022.

  • Schubert & Co reported no remaining Lazard position as of Q1 2022 after selling out during the quarter.
  • Schubert & Co sold 14 Lazard shares in Q1 2022, an estimated $1K.
  • Schubert & Co first reported a position in Lazard in Q4 2021 and held it in 1 quarter.
  • Schubert & Co's Lazard position peaked at $1K in Q4 2021.
  • 234 funds tracked by Wall St. Rank held Lazard as of Q1 2022.

Based on Schubert & Co's 13F filing for Q1 2022, filed 16 May 2022.