Aperio Group’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,807
| Closed | -$358K | – | 2272 |
|
|
2018
Q1 | $358K | Sell |
6,807
-1,410
| -17% | -$74.2K | ﹤0.01% | 1862 |
|
|
2017
Q4 | $431K | Sell |
8,217
-133
| -2% | -$6.98K | ﹤0.01% | 1773 |
|
|
2017
Q3 | $378K | Sell |
8,350
-80
| -0.9% | -$3.62K | ﹤0.01% | 1806 |
|
|
2017
Q2 | $391K | Buy |
8,430
+266
| +3% | +$12.3K | ﹤0.01% | 1765 |
|
|
2017
Q1 | $375K | Sell |
8,164
-3,377
| -29% | -$155K | ﹤0.01% | 1714 |
|
|
2016
Q4 | $474K | Buy |
11,541
+3,863
| +50% | +$159K | ﹤0.01% | 1542 |
|
|
2016
Q3 | $279K | Hold |
7,678
| – | – | ﹤0.01% | 1751 |
|
|
2016
Q2 | $229K | Sell |
7,678
-126
| -2% | -$3.76K | ﹤0.01% | 1795 |
|
|
2016
Q1 | $303K | Sell |
7,804
-498
| -6% | -$19.3K | ﹤0.01% | 1647 |
|
|
2015
Q4 | $374K | Buy |
8,302
+80
| +1% | +$3.6K | ﹤0.01% | 1499 |
|
|
2015
Q3 | $356K | Buy |
8,222
+14
| +0.2% | +$606 | ﹤0.01% | 1475 |
|
|
2015
Q2 | $462K | Hold |
8,208
| – | – | ﹤0.01% | 1369 |
|
|
2015
Q1 | $432K | Sell |
8,208
-63
| -0.8% | -$3.32K | ﹤0.01% | 1356 |
|
|
2014
Q4 | $414K | Buy |
8,271
+60
| +0.7% | +$3K | 0.01% | 1335 |
|
|
2014
Q3 | $416K | Buy |
8,211
+125
| +2% | +$6.33K | 0.01% | 1225 |
|
|
2014
Q2 | $417K | Buy |
8,086
+1,606
| +25% | +$82.8K | 0.01% | 1225 |
|
|
2014
Q1 | $305K | Buy |
+6,480
| New | +$305K | ﹤0.01% | 1608 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 1568 |
|