WT
LAZ icon

Washington Trust’s Lazard LAZ Stock Holding History

Washington Trust’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
-100
Closed -$3.31K – 941
2023
Q1 		$3.31K Hold
100
– – ﹤0.01% 762
2022
Q4 		$3.47K Hold
100
– – ﹤0.01% 756
2022
Q3 		$3K Hold
100
– – ﹤0.01% 765
2022
Q2 		$3K Hold
100
– – ﹤0.01% 768
2022
Q1 		$3K Hold
100
– – ﹤0.01% 786
2021
Q4 		$4K Hold
100
– – ﹤0.01% 761
2021
Q3 		$5K Hold
100
– – ﹤0.01% 861
2021
Q2 		$5K Buy
+100
New +$4.59K ﹤0.01% 866
2018
Q3 		– Sell
-111
Closed -$5K – 542
2018
Q2 		$5K Buy
+111
New +$5.88K ﹤0.01% 751

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Washington Trust's LAZ Position: Q2 2023 in Review

Washington Trust sold out of Lazard (LAZ) in Q2 2023, closing a stake of 100 shares — an estimated $3.31K sold.

Washington Trust first reported a position in LAZ in Q2 2018 and held it in 9 quarters. The position peaked at $5K in Q3 2021. 197 funds tracked by Wall St. Rank hold LAZ as of Q2 2023.

  • Washington Trust reported no remaining Lazard position as of Q2 2023 after selling out during the quarter.
  • Washington Trust sold 100 Lazard shares in Q2 2023, an estimated $3.31K.
  • Washington Trust first reported a position in Lazard in Q2 2018 and held it in 9 quarters.
  • Washington Trust's Lazard position peaked at $5K in Q3 2021.
  • 197 funds tracked by Wall St. Rank held Lazard as of Q2 2023.

Based on Washington Trust's 13F filing for Q2 2023, filed 27 Jul 2023.