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Andesa Financial Management’s Lazard LAZ Stock Holding History

Andesa Financial Management’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
2018
Q4 		– Sell
-10,710
Closed -$513K – 104
2018
Q3 		$513K Buy
10,710
+290
+3% +$14.4K 0.79% 43
2018
Q2 		$510K Sell
10,420
-245
-2% -$13K 0.82% 44
2018
Q1 		$561K Sell
10,665
-1,050
-9% -$58.3K 0.93% 43
2017
Q4 		$616K Buy
+11,715
New +$561K 0.91% 43

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Andesa Financial Management's LAZ Position: Q4 2018 in Review

Andesa Financial Management sold out of Lazard (LAZ) in Q4 2018, closing a stake of 10,710 shares — an estimated $513K sold.

Andesa Financial Management first reported a position in LAZ in Q4 2017 and held it in 4 quarters. The position peaked at $616K in Q4 2017. 273 funds tracked by Wall St. Rank hold LAZ as of Q4 2018.

  • Andesa Financial Management reported no remaining Lazard position as of Q4 2018 after selling out during the quarter.
  • Andesa Financial Management sold 10,710 Lazard shares in Q4 2018, an estimated $513K.
  • Andesa Financial Management first reported a position in Lazard in Q4 2017 and held it in 4 quarters.
  • Andesa Financial Management's Lazard position peaked at $616K in Q4 2017.
  • 273 funds tracked by Wall St. Rank held Lazard as of Q4 2018.

Based on Andesa Financial Management's 13F filing for Q4 2018, filed 24 Jan 2019.