Sterling Manor Financial’s Lazard LAZ Stock Holding History

Sterling Manor Financial’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 Q4	–	Sell	-6,400	Closed	-$293K	–	92
2021 Q3	$293K	Hold	6,400	–	–	0.24%	56
2021 Q2	$290K	Hold	6,400	–	–	0.23%	64
2021 Q1	$278K	Hold	6,400	–	–	0.25%	59
2020 Q4	$271K	Buy	+6,400	New	+$242K	0.25%	56

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

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

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

Sterling Manor Financial's LAZ Position: Q4 2021 in Review

Sterling Manor Financial sold out of Lazard (LAZ) in Q4 2021, closing a stake of 6,400 shares — an estimated $293K sold.

Sterling Manor Financial first reported a position in LAZ in Q4 2020 and held it in 4 quarters. The position peaked at $293K in Q3 2021. 250 funds tracked by Wall St. Rank hold LAZ as of Q4 2021.

Sterling Manor Financial reported no remaining Lazard position as of Q4 2021 after selling out during the quarter.
Sterling Manor Financial sold 6,400 Lazard shares in Q4 2021, an estimated $293K.
Sterling Manor Financial first reported a position in Lazard in Q4 2020 and held it in 4 quarters.
Sterling Manor Financial's Lazard position peaked at $293K in Q3 2021.
250 funds tracked by Wall St. Rank held Lazard as of Q4 2021.

Based on Sterling Manor Financial's 13F filing for Q4 2021, filed 21 Jan 2022.