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Simmons Bank’s Lazard LAZ Stock Holding History

Simmons Bank’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
Q2 		– Sell
-5,419
Closed -$235K – 376
2021
Q1 		$235K Sell
5,419
-432
-7% -$18.4K 0.02% 337
2020
Q4 		$247K Sell
5,851
-7,480
-56% -$283K 0.02% 330
2020
Q3 		$441K Buy
13,331
+1,270
+11% +$39.1K 0.04% 263
2020
Q2 		$345K Buy
+12,061
New +$327K 0.03% 286

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Simmons Bank's LAZ Position: Q2 2021 in Review

Simmons Bank sold out of Lazard (LAZ) in Q2 2021, closing a stake of 5,419 shares — an estimated $235K sold.

Simmons Bank first reported a position in LAZ in Q2 2020 and held it in 4 quarters. The position peaked at $441K in Q3 2020. 260 funds tracked by Wall St. Rank hold LAZ as of Q2 2021.

  • Simmons Bank reported no remaining Lazard position as of Q2 2021 after selling out during the quarter.
  • Simmons Bank sold 5,419 Lazard shares in Q2 2021, an estimated $235K.
  • Simmons Bank first reported a position in Lazard in Q2 2020 and held it in 4 quarters.
  • Simmons Bank's Lazard position peaked at $441K in Q3 2020.
  • 260 funds tracked by Wall St. Rank held Lazard as of Q2 2021.

Based on Simmons Bank's 13F filing for Q2 2021, filed 5 Aug 2021.