SI
LAZ icon

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 $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return