Yost Capital Management’s Lazard LAZ Stock Holding History

Yost 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 Q1	–	Sell	-200,966	Closed	-$8.5M	–	10
2020 Q4	$8.5M	Sell	200,966 -174,034	-46%	-$6.58M	10.85%	5
2020 Q3	$12.4M	Buy	375,000 +50,000	+15%	+$1.54M	10.63%	5
2020 Q2	$9.3M	Buy	+325,000	New	+$8.81M	7.96%	7

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RAM

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Yost Capital Management's LAZ Position: Q1 2021 in Review

Yost Capital Management sold out of Lazard (LAZ) in Q1 2021, closing a stake of 200,966 shares — an estimated $8.5M sold.

Yost Capital Management first reported a position in LAZ in Q2 2020 and held it in 3 quarters. The position peaked at $12.4M in Q3 2020. 261 funds tracked by Wall St. Rank hold LAZ as of Q1 2021.

Yost Capital Management reported no remaining Lazard position as of Q1 2021 after selling out during the quarter.
Yost Capital Management sold 200,966 Lazard shares in Q1 2021, an estimated $8.5M.
Yost Capital Management first reported a position in Lazard in Q2 2020 and held it in 3 quarters.
Yost Capital Management's Lazard position peaked at $12.4M in Q3 2020.
261 funds tracked by Wall St. Rank held Lazard as of Q1 2021.

Based on Yost Capital Management's 13F filing for Q1 2021, filed 14 May 2021.