AG
LAZ icon

Aperio Group’s Lazard LAZ Stock Holding History

Aperio 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
2018
Q2 		– Sell
-6,807
Closed -$358K – 2272
2018
Q1 		$358K Sell
6,807
-1,410
-17% -$78.2K ﹤0.01% 1862
2017
Q4 		$431K Sell
8,217
-133
-2% -$6.37K ﹤0.01% 1773
2017
Q3 		$378K Sell
8,350
-80
-0.9% -$3.55K ﹤0.01% 1806
2017
Q2 		$391K Buy
8,430
+266
+3% +$11.9K ﹤0.01% 1765
2017
Q1 		$375K Sell
8,164
-3,377
-29% -$146K ﹤0.01% 1714
2016
Q4 		$474K Buy
11,541
+3,863
+50% +$150K ﹤0.01% 1542
2016
Q3 		$279K Hold
7,678
– – ﹤0.01% 1751
2016
Q2 		$229K Sell
7,678
-126
-2% -$4.37K ﹤0.01% 1795
2016
Q1 		$303K Sell
7,804
-498
-6% -$17.9K ﹤0.01% 1647
2015
Q4 		$374K Buy
8,302
+80
+1% +$3.67K ﹤0.01% 1499
2015
Q3 		$356K Buy
8,222
+14
+0.2% +$721 ﹤0.01% 1475
2015
Q2 		$462K Hold
8,208
– – ﹤0.01% 1369
2015
Q1 		$432K Sell
8,208
-63
-0.8% -$3.1K ﹤0.01% 1356
2014
Q4 		$414K Buy
8,271
+60
+0.7% +$2.98K 0.01% 1335
2014
Q3 		$416K Buy
8,211
+125
+2% +$6.55K 0.01% 1225
2014
Q2 		$417K Buy
8,086
+1,606
+25% +$79.1K 0.01% 1225
2014
Q1 		$305K Buy
+6,480
New +$292K ﹤0.01% 1608
2013
Q4 		– Hold
0
– – – 1568

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Aperio Group's LAZ Position: Q2 2018 in Review

Aperio Group sold out of Lazard (LAZ) in Q2 2018, closing a stake of 6,807 shares — an estimated $358K sold.

Aperio Group first reported a position in LAZ in Q1 2014 and held it in 17 quarters. The position peaked at $474K in Q4 2016. 332 funds tracked by Wall St. Rank hold LAZ as of Q2 2018.

  • Aperio Group reported no remaining Lazard position as of Q2 2018 after selling out during the quarter.
  • Aperio Group sold 6,807 Lazard shares in Q2 2018, an estimated $358K.
  • Aperio Group first reported a position in Lazard in Q1 2014 and held it in 17 quarters.
  • Aperio Group's Lazard position peaked at $474K in Q4 2016.
  • 332 funds tracked by Wall St. Rank held Lazard as of Q2 2018.

Based on Aperio Group's 13F filing for Q2 2018, filed 30 Jul 2018.