Wellington Management Group
LAZ icon

Wellington Management Group’s Lazard LAZ Stock Holding History

Wellington Management Group’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
2025
Q3 		– Sell
-12,924
Closed -$620K – 2046
2025
Q2 		$620K Buy
12,924
+3,288
+34% +$137K ﹤0.01% 1786
2025
Q1 		$417K Buy
+9,636
New +$479K ﹤0.01% 1846
2017
Q3 		– Sell
-52,822
Closed -$2.45M – 2243
2017
Q2 		$2.45M Sell
52,822
-10,861
-17% -$487K ﹤0.01% 1650
2017
Q1 		$2.93M Sell
63,683
-46,108
-42% -$1.99M ﹤0.01% 1644
2016
Q4 		$4.51M Buy
+109,791
New +$4.26M ﹤0.01% 1433
2015
Q3 		– Sell
-66,273
Closed -$3.73M – 2216
2015
Q2 		$3.73M Sell
66,273
-395,929
-86% -$22M ﹤0.01% 1485
2015
Q1 		$24.3M Buy
462,202
+159,523
+53% +$7.86M 0.01% 979
2014
Q4 		$15.1M Hold
302,679
– – ﹤0.01% 1123
2014
Q3 		$15.3M Sell
302,679
-8,584
-3% -$450K ﹤0.01% 1104
2014
Q2 		$16M Sell
311,263
-1,469,110
-83% -$72.4M ﹤0.01% 1106
2014
Q1 		$83.8M Sell
1,780,373
-206,272
-10% -$9.28M 0.02% 578
2013
Q4 		$90M Buy
1,986,645
+1,478,535
+291% +$59.9M 0.03% 561
2013
Q3 		$18.3M Buy
+508,110
New +$18M 0.01% 1036

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return