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Stephens Inc’s Lazard LAZ Stock Holding History

Stephens Inc’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
Q2 		– Sell
-10,957
Closed -$378K – 1288
2022
Q1 		$378K Sell
10,957
-15,418
-58% -$596K 0.01% 926
2021
Q4 		$1.15M Buy
26,375
+4,300
+19% +$201K 0.02% 589
2021
Q3 		$1.01M Hold
22,075
– – 0.02% 649
2021
Q2 		$999K Buy
22,075
+4,650
+27% +$213K 0.02% 663
2021
Q1 		$758K Buy
+17,425
New +$741K 0.01% 711
2016
Q1 		– Sell
-30,749
Closed -$1.38M – 778
2015
Q4 		$1.38M Buy
30,749
+2,026
+7% +$92.8K 0.07% 282
2015
Q3 		$1.24M Buy
28,723
+11
+0% +$567 0.06% 302
2015
Q2 		$1.61M Buy
28,712
+356
+1% +$19.8K 0.07% 277
2015
Q1 		$1.49M Buy
28,356
+2,611
+10% +$129K 0.07% 286
2014
Q4 		$1.29M Buy
25,745
+4,308
+20% +$214K 0.06% 299
2014
Q3 		$1.09M Buy
21,437
+638
+3% +$33.4K 0.05% 319
2014
Q2 		$1.07M Buy
20,799
+249
+1% +$12.3K 0.05% 309
2014
Q1 		$968K Buy
20,550
+6,118
+42% +$275K 0.05% 328
2013
Q4 		$654K Buy
+14,432
New +$584K 0.03% 439

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

Stephens Inc's LAZ Position: Q2 2022 in Review

Stephens Inc sold out of Lazard (LAZ) in Q2 2022, closing a stake of 10,957 shares — an estimated $378K sold.

Stephens Inc first reported a position in LAZ in Q4 2013 and held it in 14 quarters. The position peaked at $1.61M in Q2 2015. 214 funds tracked by Wall St. Rank hold LAZ as of Q2 2022.

  • Stephens Inc reported no remaining Lazard position as of Q2 2022 after selling out during the quarter.
  • Stephens Inc sold 10,957 Lazard shares in Q2 2022, an estimated $378K.
  • Stephens Inc first reported a position in Lazard in Q4 2013 and held it in 14 quarters.
  • Stephens Inc's Lazard position peaked at $1.61M in Q2 2015.
  • 214 funds tracked by Wall St. Rank held Lazard as of Q2 2022.

Based on Stephens Inc's 13F filing for Q2 2022, filed 3 Aug 2022.