Wellington Management Group’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $620K | Buy |
12,924
+3,288
| +34% | +$158K | ﹤0.01% | 1774 |
|
2025
Q1 | $417K | Buy |
+9,636
| New | +$417K | ﹤0.01% | 1837 |
|
2017
Q3 | – | Sell |
-52,822
| Closed | -$2.45M | – | 2174 |
|
2017
Q2 | $2.45M | Sell |
52,822
-10,861
| -17% | -$503K | ﹤0.01% | 1644 |
|
2017
Q1 | $2.93M | Sell |
63,683
-46,108
| -42% | -$2.12M | ﹤0.01% | 1640 |
|
2016
Q4 | $4.51M | Buy |
+109,791
| New | +$4.51M | ﹤0.01% | 1431 |
|
2015
Q3 | – | Sell |
-66,273
| Closed | -$3.73M | – | 2200 |
|
2015
Q2 | $3.73M | Sell |
66,273
-395,929
| -86% | -$22.3M | ﹤0.01% | 1480 |
|
2015
Q1 | $24.3M | Buy |
462,202
+159,523
| +53% | +$8.39M | 0.01% | 979 |
|
2014
Q4 | $15.1M | Hold |
302,679
| – | – | ﹤0.01% | 1123 |
|
2014
Q3 | $15.3M | Sell |
302,679
-8,584
| -3% | -$435K | ﹤0.01% | 1104 |
|
2014
Q2 | $16M | Sell |
311,263
-1,469,110
| -83% | -$75.7M | ﹤0.01% | 1106 |
|
2014
Q1 | $83.8M | Sell |
1,780,373
-206,272
| -10% | -$9.71M | 0.02% | 578 |
|
2013
Q4 | $90M | Buy |
1,986,645
+1,478,535
| +291% | +$67M | 0.03% | 561 |
|
2013
Q3 | $18.3M | Buy |
+508,110
| New | +$18.3M | 0.01% | 1036 |
|