Susquehanna Fundamental Investments’s Lazard LAZ Stock Holding History

Susquehanna Fundamental Investments’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 Q2	–	Sell	-12,342	Closed	-$409K	–	776
2023 Q1	$409K	Sell	12,342 -56,610	-82%	-$2.09M	0.01%	725
2022 Q4	$2.39M	Buy	68,952 +7,344	+12%	+$261K	0.04%	444
2022 Q3	$1.96M	Buy	+61,608	New	+$2.22M	0.03%	580
2022 Q1	$2.69M	Buy	78,094 +56,233	+257%	+$2.18M	0.05%	476
2021 Q4	$954K	Buy	21,861 +12,070	+123%	+$565K	0.03%	671
2021 Q3	$448K	Sell	9,791 -81,501	-89%	-$3.8M	0.01%	1258
2021 Q2	$4.13M	Sell	91,292 -7,840	-8%	-$360K	0.08%	365
2021 Q1	$4.31M	Buy	99,132 +903	+0.9%	+$38.4K	0.07%	364
2020 Q4	$4.16M	Buy	98,229 +9,353	+11%	+$353K	0.08%	380
2020 Q3	$2.94M	Buy	+88,876	New	+$2.74M	0.09%	310
2019 Q2	–	Sell	-18,300	Closed	-$661K	–	382
2019 Q1	$661K	Buy	+18,300	New	+$688K	0.08%	256

Other funds holding LAZ

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna Fundamental Investments's LAZ Position: Q2 2023 in Review

Susquehanna Fundamental Investments sold out of Lazard (LAZ) in Q2 2023, closing a stake of 12,342 shares — an estimated $409K sold.

Susquehanna Fundamental Investments first reported a position in LAZ in Q1 2019 and held it in 11 quarters. The position peaked at $4.31M in Q1 2021. 198 funds tracked by Wall St. Rank hold LAZ as of Q2 2023.

Susquehanna Fundamental Investments reported no remaining Lazard position as of Q2 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 12,342 Lazard shares in Q2 2023, an estimated $409K.
Susquehanna Fundamental Investments first reported a position in Lazard in Q1 2019 and held it in 11 quarters.
Susquehanna Fundamental Investments's Lazard position peaked at $4.31M in Q1 2021.
198 funds tracked by Wall St. Rank held Lazard as of Q2 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2023, filed 11 Aug 2023.