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