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      Current Value of Holding

      $316M

      Shares

      5.75M

      % of Portfolio

      3.32%

      Average Buy Price

      $38.3

      Avg closing price
      Price range

      50 John W. Rogers Jr. Lazard Trades

      John W. Rogers Jr. acquired 5.75M Lazard shares worth $316M. That's 3.32% of their equity portfolio (3rd largest holding). The investor owns 5.87% of the outstanding Lazard stock. The first Lazard trade was made in Q1 2013. Since then John W. Rogers Jr. bought shares 25 more times and sold shares on 24 occasions. The stake costed the investor $220M, netting the investor a gain of 44% so far.

      Avg closing price
      Price range
      Increased shares by 2.4% (+135k shares) Q2 2025
      Avg closing price $41.76
      Price range $33.41 - $47.98
      Increased shares by 0.4% (+21.1k shares) Q1 2025
      Avg closing price $49.84
      Price range $43.17 - $55.24
      Sold 9.0% shares (-553k shares) Q4 2024
      Avg closing price $53.61
      Price range $48.35 - $61.01
      Increased shares by 1.8% (+109k shares) Q3 2024
      Avg closing price $46.27
      Price range $38.76 - $51.03
      Sold 4.4% shares (-277k shares) Q2 2024
      Avg closing price $39.05
      Price range $35.75 - $41.60
      Sold 6.7% shares (-453k shares) Q1 2024
      Avg closing price $38.95
      Price range $36.12 - $41.87
      Sold 5.5% shares (-397k shares) Q4 2023
      Avg closing price $30.12
      Price range $26.40 - $35.21
      Sold 1.3% shares (-92.6k shares) Q3 2023
      Avg closing price $33.52
      Price range $30.35 - $36.41
      Sold 1.6% shares (-118k shares) Q2 2023
      Avg closing price $30.91
      Price range $28.15 - $35.25
      Sold 4.2% shares (-327k shares) Q1 2023
      Avg closing price $36.89
      Price range $32.20 - $41.16
      Sold 2.3% shares (-182k shares) Q4 2022
      Avg closing price $35.56
      Price range $31.28 - $38.84
      Sold 9.5% shares (-832k shares) Q3 2022
      Avg closing price $35.96
      Price range $31.83 - $39.66
      Increased shares by 1.9% (+160k shares) Q2 2022
      Avg closing price $33.75
      Price range $31.06 - $36.47
      Increased shares by 5.4% (+440k shares) Q1 2022
      Avg closing price $38.68
      Price range $32.17 - $46.39
      Increased shares by 1.5% (+118k shares) Q4 2021
      Avg closing price $46.78
      Price range $41.73 - $52.97
      Increased shares by 4.5% (+346k shares) Q3 2021
      Avg closing price $46.66
      Price range $43.06 - $48.76
      Increased shares by 10.2% (+708k shares) Q2 2021
      Avg closing price $45.86
      Price range $43.50 - $48.18
      Increased shares by 25.4% (+1.41M shares) Q1 2021
      Avg closing price $42.53
      Price range $38.69 - $46.81
      Increased shares by 0.7% (+39.2k shares) Q4 2020
      Avg closing price $37.78
      Price range $33.10 - $42.30
      Increased shares by 1.9% (+105k shares) Q3 2020
      Avg closing price $30.81
      Price range $27.37 - $34.60

      News about Lazard Inc. and John W. Rogers Jr.

      Lazard Ltd. (LAZ) Benefitted from Momentum in the Advisory Business

      Lazard Ltd. (LAZ) Benefitted from Momentum in the Advisory Business

      Ariel Investments, an investment management company, released its ¡°Ariel Small Cap Value Strategy¡± first-quarter 2024 investor letter. A copy of the letter c...

      Insider Monkey Insider Monkey, about 1 year ago
      Ariel Investments: ¡°Our Biggest Disappointment was Lazard Ltd. (LAZ)¡±

      Ariel Investments: ¡°Our Biggest Disappointment was Lazard Ltd. (LAZ)¡±

      Ariel Investments, an investment management firm, published its ¡°Ariel Focus Fund¡± fourth quarter 2021 investor letter ¨C a copy of which can be downloaded here.

      Insider Monkey Insider Monkey, over 3 years ago
      Apollo adding former Lazard investment banking chairman

      Apollo adding former Lazard investment banking chairman

      Apollo Global Management is bringing on former Lazard investment banking chairman William M. Lewis Jr. as a senior partner.

      Pensions & Investments Pensions & Investments, almost 4 years ago
      Ariel's John Rogers likes this stock as a way to ride the hot IPO trend

      Ariel's John Rogers likes this stock as a way to ride the hot IPO trend

      "Lazard is probably our favorite right now," said Ariel Investments' John Rogers.

      CNBC CNBC, over 4 years ago

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