Lazard Inc. (LAZ)

Sector:Financials
Super Investor Stats:
Ownership count:2
Ownership rank:348
% of all portfolios:0.077%
Hold Price * :$50.38
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Third Avenue Management Reduce 34.18% 188,294 1.55
John Rogers - Ariel Appreciation Fund Reduce 8.62% 57,880 0.29
Q2  2024
Third Avenue Management Add 0.06% 337 0.00
John Rogers - Ariel Appreciation Fund Add 5.35% 34,097 0.14
Q1  2024
Third Avenue Management Buy 550,472 3.68
John Rogers - Ariel Appreciation Fund Reduce 10.58% 75,390 0.30
Q4  2023
Third Avenue Management Sell 100.00% 550,206 2.86
Q3  2023
John Rogers - Ariel Appreciation Fund Reduce 11.93% 96,480 0.30
Charles Bobrinskoy - Ariel Focus Fund Sell 100.00% 43,975 2.16
Q2  2023
Third Avenue Management Add 0.41% 2,256 0.01
Charles Bobrinskoy - Ariel Focus Fund Reduce 11.45% 5,688 0.28
Bill Miller - Miller Value Partners Sell 100.00% 117,200 0.24
Q1  2023
Third Avenue Management Add 20.09% 91,664 0.52
Charles Bobrinskoy - Ariel Focus Fund Reduce 22.35% 14,297 0.74
Bill Miller - Miller Value Partners Reduce 7.86% 10,000 0.02
John Rogers - Ariel Appreciation Fund Reduce 6.28% 54,234 0.16
Q4  2022
Bill Miller - Miller Value Partners Reduce 7.29% 10,000 0.02
John Rogers - Ariel Appreciation Fund Reduce 4.85% 44,012 0.14
Third Avenue Management Reduce 0.97% 4,447 0.03
Q3  2022
Third Avenue Management Add 15.19% 60,754 0.38
John Rogers - Ariel Appreciation Fund Reduce 16.07% 173,656 0.55
Q2  2022
Third Avenue Management Add 7.93% 29,398 0.17
Q1  2022
Third Avenue Management Add 0.47% 1,723 0.01
Bill Miller - Miller Value Partners Add 12.27% 15,000 0.02
John Rogers - Ariel Appreciation Fund Reduce 1.19% 13,030 0.04
Q4  2021
Charles Bobrinskoy - Ariel Focus Fund Add 8.36% 4,936 0.31
John Rogers - Ariel Appreciation Fund Reduce 6.81% 79,936 0.25
Q3  2021
Bill Miller - Miller Value Partners Reduce 8.26% 11,000 0.02
John Rogers - Ariel Appreciation Fund Reduce 6.32% 79,218 0.27
Charles Bobrinskoy - Ariel Focus Fund Reduce 1.79% 1,076 0.08
Q2  2021
John Rogers - Ariel Appreciation Fund Add 11.83% 132,600 0.44
Charles Bobrinskoy - Ariel Focus Fund Reduce 8.80% 5,800 0.40
Q1  2021
Third Avenue Management Add 0.72% 2,642 0.02
John Rogers - Ariel Appreciation Fund Add 8.21% 85,000 0.28
Charles Bobrinskoy - Ariel Focus Fund Reduce 1.64% 1,100 0.08
Q4  2020
Third Avenue Management Buy 366,216 2.17
Bill Miller - Miller Value Partners Reduce 1.33% 1,800 0.00
Q3  2020
Bill Miller - Miller Value Partners Add 12.50% 15,000 0.02
John Rogers - Ariel Appreciation Fund Reduce 10.70% 124,000 0.43
Charles Bobrinskoy - Ariel Focus Fund Reduce 5.50% 3,900 0.29
Q2  2020
John Rogers - Ariel Appreciation Fund Add 11.30% 117,700 0.36
Bill Miller - Miller Value Partners Buy 120,000 0.15
Charles Bobrinskoy - Ariel Focus Fund Reduce 7.44% 5,700 0.36
Q1  2020
John Rogers - Ariel Appreciation Fund Reduce 12.49% 148,700 0.41
Q4  2019
Charles Bobrinskoy - Ariel Focus Fund Add 3.93% 2,900 0.19
John Rogers - Ariel Appreciation Fund Reduce 3.09% 38,000 0.12
Q3  2019
Charles Bobrinskoy - Ariel Focus Fund Add 14.09% 9,100 0.58
Q2  2019
Charles Bobrinskoy - Ariel Focus Fund Add 16.61% 9,200 0.56
Q4  2018
John Rogers - Ariel Appreciation Fund Add 21.01% 213,300 0.65
Charles Bobrinskoy - Ariel Focus Fund Reduce 12.89% 8,200 0.65
Q3  2018
Charles Bobrinskoy - Ariel Focus Fund Add 26.69% 13,400 1.01
Q1  2018
Charles Bobrinskoy - Ariel Focus Fund Reduce 8.56% 4,700 0.44
John Rogers - Ariel Appreciation Fund Reduce 2.16% 22,400 0.07
Q4  2017
Charles Bobrinskoy - Ariel Focus Fund Add 3.39% 1,800 0.17
John Rogers - Ariel Appreciation Fund Reduce 17.44% 219,200 0.70
Q3  2017
Charles Bobrinskoy - Ariel Focus Fund Add 6.20% 3,100 0.26
Q2  2017
Charles Bobrinskoy - Ariel Focus Fund Add 97.63% 24,700 2.13
John Rogers - Ariel Appreciation Fund Reduce 16.18% 242,600 0.67
Q1  2017
Charles Bobrinskoy - Ariel Focus Fund Buy 25,300 2.08
John Rogers - Ariel Appreciation Fund Reduce 9.20% 152,000 0.41
Q3  2016
John Rogers - Ariel Appreciation Fund Add 1.51% 24,500 0.05
Q1  2016
John Rogers - Ariel Appreciation Fund Add 25.98% 335,500 0.76
Q3  2015
John Rogers - Ariel Appreciation Fund Reduce 4.50% 60,900 0.15
Q2  2015
John Rogers - Ariel Appreciation Fund Reduce 8.42% 124,300 0.35
Meridian Contrarian Fund Sell 100.00% 54,821 0.44
Q1  2015
John Rogers - Ariel Appreciation Fund Add 7.30% 100,500 0.26
Meridian Contrarian Fund Reduce 68.11% 117,079 0.94
Q4  2014
Meridian Contrarian Fund Reduce 31.76% 80,000 0.62
Q3  2014
Meridian Contrarian Fund Reduce 22.35% 72,500 0.56
John Rogers - Ariel Appreciation Fund Reduce 6.56% 96,600 0.27
Q2  2014
John Rogers - Ariel Appreciation Fund Reduce 24.46% 476,900 1.23
Q1  2014
Meridian Contrarian Fund Add 22.69% 60,000 0.39
John Rogers - Ariel Appreciation Fund Reduce 6.35% 132,100 0.31
Q4  2013
Meridian Contrarian Fund Buy 264,400 1.62
Q3  2013
John Rogers - Ariel Appreciation Fund Reduce 6.55% 145,800 0.29
Q2  2013
John Rogers - Ariel Appreciation Fund Add 19.78% 367,900 0.73
Q1  2013
John Rogers - Ariel Appreciation Fund Reduce 2.39% 45,500 0.10
Q3  2012
John Rogers - Ariel Appreciation Fund Reduce 2.95% 58,000 0.13
Q2  2012
John Rogers - Ariel Appreciation Fund Add 10.93% 193,400 0.40
Q4  2011
John Rogers - Ariel Appreciation Fund Add 5.48% 91,900 0.19
Q3  2011
John Rogers - Ariel Appreciation Fund Add 32.80% 414,420 0.77
Q1  2011
John Rogers - Ariel Appreciation Fund Add 5.68% 67,900 0.18
Q3  2010
John Rogers - Ariel Appreciation Fund Add 4.38% 50,200 0.13
Q2  2010
John Rogers - Ariel Appreciation Fund Add 94.48% 556,350 1.18
Q1  2010
John Rogers - Ariel Appreciation Fund Buy 588,850 1.36

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.