SteelPeak Wealth’s Lazard LAZ Stock Holding History

SteelPeak Wealth’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 Q3	–	Sell	-4,532	Closed	-$205K	–	452
2021 Q2	$205K	Buy	+4,532	New	+$208K	0.01%	396
2020 Q1	–	Sell	-7,419	Closed	-$296K	–	278
2019 Q4	$296K	Buy	+7,419	New	+$280K	0.04%	202

Other funds holding LAZ

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SteelPeak Wealth's LAZ Position: Q3 2021 in Review

SteelPeak Wealth sold out of Lazard (LAZ) in Q3 2021, closing a stake of 4,532 shares — an estimated $205K sold.

SteelPeak Wealth first reported a position in LAZ in Q4 2019 and held it in 2 quarters. The position peaked at $296K in Q4 2019. 240 funds tracked by Wall St. Rank hold LAZ as of Q3 2021.

SteelPeak Wealth reported no remaining Lazard position as of Q3 2021 after selling out during the quarter.
SteelPeak Wealth sold 4,532 Lazard shares in Q3 2021, an estimated $205K.
SteelPeak Wealth first reported a position in Lazard in Q4 2019 and held it in 2 quarters.
SteelPeak Wealth's Lazard position peaked at $296K in Q4 2019.
240 funds tracked by Wall St. Rank held Lazard as of Q3 2021.

Based on SteelPeak Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.