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Archer Investment Corporation’s Lazard LAZ Stock Holding History

Archer Investment Corporation’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
2020
Q3 		– Sell
-9,500
Closed -$272K – 670
2020
Q2 		$272K Hold
9,500
– – 0.15% 137
2020
Q1 		$224K Hold
9,500
– – 0.15% 147
2019
Q4 		$380K Hold
9,500
– – 0.2% 123
2019
Q3 		$333K Buy
9,500
+4,000
+73% +$142K 0.2% 128
2019
Q2 		$189K Hold
5,500
– – 0.12% 169
2019
Q1 		$199K Hold
5,500
– – 0.13% 177
2018
Q4 		$203K Buy
+5,500
New +$219K 0.18% 155

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Archer Investment Corporation's LAZ Position: Q3 2020 in Review

Archer Investment Corporation sold out of Lazard (LAZ) in Q3 2020, closing a stake of 9,500 shares — an estimated $272K sold.

Archer Investment Corporation first reported a position in LAZ in Q4 2018 and held it in 7 quarters. The position peaked at $380K in Q4 2019. 213 funds tracked by Wall St. Rank hold LAZ as of Q3 2020.

  • Archer Investment Corporation reported no remaining Lazard position as of Q3 2020 after selling out during the quarter.
  • Archer Investment Corporation sold 9,500 Lazard shares in Q3 2020, an estimated $272K.
  • Archer Investment Corporation first reported a position in Lazard in Q4 2018 and held it in 7 quarters.
  • Archer Investment Corporation's Lazard position peaked at $380K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Lazard as of Q3 2020.

Based on Archer Investment Corporation's 13F filing for Q3 2020, filed 13 Nov 2020.