Summit Securities Group’s Lazard LAZ Stock Holding History

Summit Securities Group’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	-200	Closed	-$7K	–	1100
2022 Q1	$7K	Buy	+200	New	+$7.74K	﹤0.01%	911

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Summit Securities Group's LAZ Position: Q2 2022 in Review

Summit Securities Group sold out of Lazard (LAZ) in Q2 2022, closing a stake of 200 shares — an estimated $7K sold.

Summit Securities Group first reported a position in LAZ in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 215 funds tracked by Wall St. Rank hold LAZ as of Q2 2022.

Summit Securities Group reported no remaining Lazard position as of Q2 2022 after selling out during the quarter.
Summit Securities Group sold 200 Lazard shares in Q2 2022, an estimated $7K.
Summit Securities Group first reported a position in Lazard in Q1 2022 and held it in 1 quarter.
Summit Securities Group's Lazard position peaked at $7K in Q1 2022.
215 funds tracked by Wall St. Rank held Lazard as of Q2 2022.

Based on Summit Securities Group's 13F filing for Q2 2022, filed 2 Aug 2022.