$3.7 Billion is the total value of Lazard Freres Gestion S.A.S.'s 68 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE-HAT Aberkshire hathaway - cl a | $8,570,000 | +9.3% | 19 | 0.0% | 0.23% | +5.5% | |
| UNH | UNITEDHEALTH GRunitedhealth group inc | $4,820,000 | +28.5% | 9,600 | 0.0% | 0.13% | +22.6% | |
| SCHW | SCHWAB CHARLEScharles schwab corp new | $4,551,000 | +15.4% | 54,125 | 0.0% | 0.12% | +10.8% | |
| NEM | NEWMONT GOLDCOnewmont goldcorp corp | $1,549,000 | +14.2% | 25,000 | 0.0% | 0.04% | +10.5% | |
| TSLA | TESLA INCtesla inc. | $550,000 | +36.8% | 516 | 0.0% | 0.02% | +36.4% | |
| SYK | STRYKER CORPstryker corp | $534,000 | +1.3% | 2,000 | 0.0% | 0.01% | -6.7% | |
| NVDA | NVIDIA CORPnvidia corp | $407,000 | +43.8% | 1,380 | 0.0% | 0.01% | +37.5% | |
| PFE | PFIZER INCpfizer inc | $368,000 | +37.3% | 6,250 | 0.0% | 0.01% | +25.0% | |
| ABT | ABBOTT LABSabbott laboratories | $351,000 | +19.0% | 2,500 | 0.0% | 0.01% | +12.5% | |
| ORCL | ORACLE CORPoracle corp | $211,000 | -3.2% | 2,400 | 0.0% | 0.01% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT/MS | 12 | Q3 2023 | 9.7% |
| AMAZON.COM INC | 12 | Q3 2023 | 7.2% |
| ALPHABET INC A | 12 | Q3 2023 | 6.6% |
| VISA INC | 12 | Q3 2023 | 5.8% |
| MERCK & CO/U | 12 | Q3 2023 | 6.5% |
| ACCENTURE PLC | 12 | Q3 2023 | 5.0% |
| BECTON DICKIN/U | 12 | Q3 2023 | 4.8% |
| RAYTHEON TECH | 12 | Q3 2023 | 4.2% |
| CHEVRON CORP/U | 12 | Q3 2023 | 4.6% |
| ESTEE LAUDER | 12 | Q3 2023 | 3.9% |
View Lazard Freres Gestion S.A.S.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-01-20 |
View Lazard Freres Gestion S.A.S.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.