Shay Capital’s Lazard LAZ Stock Holding History

Shay Capital’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
2023 Q1	–	Sell	-15,000	Closed	-$520K	–	484
2022 Q4	$520K	Buy	+15,000	New	+$533K	0.16%	111
2021 Q1	–	Sell	-15,000	Closed	-$635K	–	523
2020 Q4	$635K	Buy	+15,000	New	+$567K	0.14%	138

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Shay Capital's LAZ Position: Q1 2023 in Review

Shay Capital sold out of Lazard (LAZ) in Q1 2023, closing a stake of 15,000 shares — an estimated $520K sold.

Shay Capital first reported a position in LAZ in Q4 2020 and held it in 2 quarters. The position peaked at $635K in Q4 2020. 210 funds tracked by Wall St. Rank hold LAZ as of Q1 2023.

Shay Capital reported no remaining Lazard position as of Q1 2023 after selling out during the quarter.
Shay Capital sold 15,000 Lazard shares in Q1 2023, an estimated $520K.
Shay Capital first reported a position in Lazard in Q4 2020 and held it in 2 quarters.
Shay Capital's Lazard position peaked at $635K in Q4 2020.
210 funds tracked by Wall St. Rank held Lazard as of Q1 2023.

Based on Shay Capital's 13F filing for Q1 2023, filed 15 May 2023.