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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 $2.3T AUM 54.33% 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
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Wedge Capital Management's LAZ Position: Q2 2021 in Review

Wedge Capital Management sold out of Lazard (LAZ) in Q2 2021, closing a stake of 4,735 shares — an estimated $206K sold.

Wedge Capital Management first reported a position in LAZ in Q1 2018 and held it in 10 quarters. The position peaked at $612K in Q2 2018. 260 funds tracked by Wall St. Rank hold LAZ as of Q2 2021.

  • Wedge Capital Management reported no remaining Lazard position as of Q2 2021 after selling out during the quarter.
  • Wedge Capital Management sold 4,735 Lazard shares in Q2 2021, an estimated $206K.
  • Wedge Capital Management first reported a position in Lazard in Q1 2018 and held it in 10 quarters.
  • Wedge Capital Management's Lazard position peaked at $612K in Q2 2018.
  • 260 funds tracked by Wall St. Rank held Lazard as of Q2 2021.

Based on Wedge Capital Management's 13F filing for Q2 2021, filed 14 Jul 2021.