TC
LAZ icon

Telemus Capital’s Lazard LAZ Stock Holding History

Telemus Capital’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
-12,575
Closed -$434K – 366
2022
Q1 		$434K Sell
12,575
-595
-5% -$23K 0.04% 240
2021
Q4 		$575K Sell
13,170
-229
-2% -$10.7K 0.05% 234
2021
Q3 		$614K Sell
13,399
-678
-5% -$31.6K 0.05% 220
2021
Q2 		$637K Sell
14,077
-1,912
-12% -$87.7K 0.05% 224
2021
Q1 		$718K Sell
15,989
-2,708
-14% -$115K 0.05% 232
2020
Q4 		$791K Sell
18,697
-455
-2% -$17.2K 0.06% 203
2020
Q3 		$708K Sell
19,152
-463
-2% -$14.3K 0.05% 245
2020
Q2 		$555K Sell
19,615
-1,035
-5% -$28K 0.04% 259
2020
Q1 		$555K Sell
20,650
-15,272
-43% -$565K 0.05% 234
2019
Q4 		$1.44M Sell
35,922
-770
-2% -$29.1K 0.11% 146
2019
Q3 		$1.28M Sell
36,692
-1,580
-4% -$55.9K 0.1% 152
2019
Q2 		$1.31M Sell
38,272
-728
-2% -$26.1K 0.12% 136
2019
Q1 		$1.41M Sell
39,000
-670
-2% -$25.2K 0.11% 148
2018
Q4 		$1.46M Buy
39,670
+1,175
+3% +$46.9K 0.12% 134
2018
Q3 		$1.85M Sell
38,495
-1,620
-4% -$80.5K 0.14% 125
2018
Q2 		$1.96M Sell
40,115
-378
-0.9% -$20K 0.15% 121
2018
Q1 		$2.13M Sell
40,493
-1,715
-4% -$95.2K 0.17% 116
2017
Q4 		$2.22M Buy
+42,208
New +$2.02M 0.17% 108

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fisher Asset Management
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