WCM
LAZ icon

Wedge Capital Management’s Lazard LAZ Stock Holding History

Wedge Capital Management’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
Q2 		– Sell
-4,735
Closed -$206K – 469
2021
Q1 		$206K Sell
4,735
-627
-12% -$26.7K ﹤0.01% 500
2020
Q4 		$227K Buy
+5,362
New +$203K ﹤0.01% 516
2020
Q1 		– Sell
-6,027
Closed -$241K – 560
2019
Q4 		$241K Sell
6,027
-510
-8% -$19.3K ﹤0.01% 509
2019
Q3 		$229K Sell
6,537
-5,898
-47% -$209K ﹤0.01% 523
2019
Q2 		$428K Buy
12,435
+181
+1% +$6.49K ﹤0.01% 481
2019
Q1 		$443K Sell
12,254
-791
-6% -$29.7K 0.01% 468
2018
Q4 		$481K Buy
13,045
+1,851
+17% +$73.9K 0.01% 440
2018
Q3 		$539K Sell
11,194
-1,321
-11% -$65.7K 0.01% 454
2018
Q2 		$612K Buy
12,515
+1,087
+10% +$57.5K 0.01% 438
2018
Q1 		$601K Buy
+11,428
New +$634K 0.01% 433

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 $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return