AG
LAZ icon

Advisor Group’s Lazard LAZ Stock Holding History

Advisor Group’s Portfolio LAZ Stock Details LAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$298K Sell
7,441
-11,082
-60% -$419K ﹤0.01% 2068
2019
Q3 		$649K Sell
18,523
-1,218
-6% -$43.1K ﹤0.01% 1423
2019
Q2 		$680K Buy
19,741
+2,462
+14% +$88.2K 0.01% 1394
2019
Q1 		$626K Buy
17,279
+3,221
+23% +$121K 0.01% 1436
2018
Q4 		$519K Sell
14,058
-3,082
-18% -$123K 0.01% 1384
2018
Q3 		$825K Buy
17,140
+8,444
+97% +$420K 0.01% 1119
2018
Q2 		$426K Sell
8,696
-11
-0.1% -$582 0.01% 1432
2018
Q1 		$457K Buy
8,707
+307
+4% +$17K 0.01% 1385
2017
Q4 		$441K Buy
8,400
+953
+13% +$45.7K 0.01% 1411
2017
Q3 		$337K Buy
7,447
+887
+14% +$39.3K 0.01% 1447
2017
Q2 		$305K Sell
6,560
-6,086
-48% -$273K 0.01% 1471
2017
Q1 		$581K Buy
12,646
+1,938
+18% +$83.6K 0.01% 990
2016
Q4 		$440K Sell
10,708
-733
-6% -$28.5K 0.01% 1083
2016
Q3 		$416K Buy
11,441
+38
+0.3% +$1.33K 0.01% 1074
2016
Q2 		$337K Buy
+11,403
New +$395K 0.01% 1137

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advisor Group's LAZ Position: Q4 2019 in Review

Advisor Group reduced its Lazard (LAZ) stake by 60% in Q4 2019, selling an estimated $419K and leaving 7,441 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

Advisor Group first reported a position in LAZ in Q2 2016 and has held it in 15 quarters since. The position peaked at $825K in Q3 2018. 245 funds tracked by Wall St. Rank hold LAZ as of Q4 2019.

  • Advisor Group held 7,441 shares of Lazard worth $298K as of Q4 2019.
  • Advisor Group sold 11,082 Lazard shares in Q4 2019, an estimated $419K.
  • Lazard made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2068 holding.
  • Advisor Group first reported a position in Lazard in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Lazard position peaked at $825K in Q3 2018.
  • 245 funds tracked by Wall St. Rank held Lazard as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.