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LAZ icon

SVB Wealth’s Lazard LAZ Stock Holding History

SVB Wealth’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
Q3 		– Sell
-7,201
Closed -$326K – 1029
2021
Q2 		$326K Buy
7,201
+1,162
+19% +$53.3K ﹤0.01% 726
2021
Q1 		$263K Buy
+6,039
New +$257K ﹤0.01% 742
2018
Q2 		– Sell
-9,520
Closed -$501K – 449
2018
Q1 		$501K Sell
9,520
-4,847
-34% -$269K 0.02% 343
2017
Q4 		$754K Sell
14,367
-14,140
-50% -$678K 0.03% 300
2017
Q3 		$1.29M Sell
28,507
-1,575
-5% -$69.8K 0.05% 228
2017
Q2 		$1.39M Sell
30,082
-645
-2% -$28.9K 0.05% 220
2017
Q1 		$1.41M Sell
30,727
-1,895
-6% -$81.7K 0.06% 218
2016
Q4 		$1.34M Sell
32,622
-690
-2% -$26.8K 0.06% 221
2016
Q3 		$1.21M Sell
33,312
-404
-1% -$14.1K 0.05% 231
2016
Q2 		$1M Sell
33,716
-14,241
-30% -$494K 0.04% 254
2016
Q1 		$1.86M Sell
47,957
-7,043
-13% -$253K 0.08% 198
2015
Q4 		$2.48M Buy
55,000
+10,830
+25% +$496K 0.1% 178
2015
Q3 		$1.91M Sell
44,170
-3,305
-7% -$170K 0.07% 213
2015
Q2 		$2.67M Buy
47,475
+25
+0.1% +$1.39K 0.09% 195
2015
Q1 		$2.5M Buy
47,450
+38,285
+418% +$1.89M 0.08% 208
2014
Q4 		$459K Buy
+9,165
New +$454K 0.01% 418

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SVB Wealth's LAZ Position: Q3 2021 in Review

SVB Wealth sold out of Lazard (LAZ) in Q3 2021, closing a stake of 7,201 shares — an estimated $326K sold.

SVB Wealth first reported a position in LAZ in Q4 2014 and held it in 16 quarters. The position peaked at $2.67M in Q2 2015. 240 funds tracked by Wall St. Rank hold LAZ as of Q3 2021.

  • SVB Wealth reported no remaining Lazard position as of Q3 2021 after selling out during the quarter.
  • SVB Wealth sold 7,201 Lazard shares in Q3 2021, an estimated $326K.
  • SVB Wealth first reported a position in Lazard in Q4 2014 and held it in 16 quarters.
  • SVB Wealth's Lazard position peaked at $2.67M in Q2 2015.
  • 240 funds tracked by Wall St. Rank held Lazard as of Q3 2021.

Based on SVB Wealth's 13F filing for Q3 2021, filed 9 Nov 2021.