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SummerHaven Investment Management’s Lazard LAZ Stock Holding History

SummerHaven Investment Management’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
2023
Q3 		– Sell
-20,148
Closed -$645K – 239
2023
Q2 		$645K Sell
20,148
-3,429
-15% -$106K 0.41% 124
2023
Q1 		$781K Buy
23,577
+494
+2% +$18.2K 0.45% 120
2022
Q4 		$800K Buy
23,083
+308
+1% +$11K 0.48% 108
2022
Q3 		$725K Buy
+22,775
New +$819K 0.5% 92
2021
Q3 		– Sell
-14,983
Closed -$678K – 257
2021
Q2 		$678K Buy
14,983
+365
+2% +$16.7K 0.39% 147
2021
Q1 		$636K Hold
14,618
– – 0.39% 153
2020
Q4 		$618K Buy
+14,618
New +$552K 0.48% 97

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SummerHaven Investment Management's LAZ Position: Q3 2023 in Review

SummerHaven Investment Management sold out of Lazard (LAZ) in Q3 2023, closing a stake of 20,148 shares — an estimated $645K sold.

SummerHaven Investment Management first reported a position in LAZ in Q4 2020 and held it in 7 quarters. The position peaked at $800K in Q4 2022. 195 funds tracked by Wall St. Rank hold LAZ as of Q3 2023.

  • SummerHaven Investment Management reported no remaining Lazard position as of Q3 2023 after selling out during the quarter.
  • SummerHaven Investment Management sold 20,148 Lazard shares in Q3 2023, an estimated $645K.
  • SummerHaven Investment Management first reported a position in Lazard in Q4 2020 and held it in 7 quarters.
  • SummerHaven Investment Management's Lazard position peaked at $800K in Q4 2022.
  • 195 funds tracked by Wall St. Rank held Lazard as of Q3 2023.

Based on SummerHaven Investment Management's 13F filing for Q3 2023, filed 13 Oct 2023.