LAZ β€” LAZARD INC

Ownership history in Lesa Sroufe & Co  Β·  5 quarters on record

AI Ownership Summary

Lesa Sroufe & Co reported LAZARD INC (LAZ) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.56% in 2024 Q3. The latest visible filing shows LAZ at 1.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LAZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lesa Sroufe & Co's position in LAZARD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LAZ was reported at 1.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.56% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lesa Sroufe & Co held LAZ β€” position size vs. price
% of Fund (quarterly)    LAZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 52,834 -2 -0.0% 1.91% $2.6M 2026-02-14 (Est.) $52.31
2025 Q3 ADDED 52,836 +217 +0.4% 2.25% $2.8M 2025-10-23 $48.19
2025 Q2 ADDED 52,619 +1,567 +3.1% 2.32% $2.5M 2025-07-29 $51.44
2025 Q1 REDUCED 51,052 -3,310 -6.1% 2.21% $2.2M 2025-04-18 $34.10
2024 Q3 INITIATED 54,362 β€” β€” 2.56% $2.7M 2024-10-16 $51.17

FAQ About Lesa Sroufe & Co and LAZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lesa Sroufe & Co reported owning LAZ?

Lesa Sroufe & Co reported LAZ across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported LAZ position in Lesa Sroufe & Co's portfolio?

The largest reported portfolio weight for LAZ was 2.56% in 2024 Q3.

What is the latest reported LAZ position on this page?

The most recent filing on this page is 2025 Q4, when Lesa Sroufe & Co reported 52,834 shares, equal to 1.91% of portfolio, with an estimated market value of $2.6M.

What does the chart on this LAZ ownership page compare?

The chart compares Lesa Sroufe & Co's quarterly LAZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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