SEC 13F Intelligence

Phase 2 Partners, LLC / LAZ

Phase 2 Partners, LLC’s Lazard Inc Position

Does Phase 2 Partners, LLC own Lazard Inc (LAZ)? Not currently — the last reported position was 64.7K shares worth $3M in Q1 2024; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$3M
Q1 2024
Shares
64.7K
% of Portfolio
+1.42%
Quarters Held
2
position exited

Position History LAZ

Reported value by quarter
Q4 ’23: $5MQ4 ’23Q1 ’24: $3MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202464.7K$3M+1.42%
Q4 2023137.6K$5M+2.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phase 2 Partners, LLC’s full portfolio or all institutional holders of LAZ.