AIM
LAZ icon

Assured Investment Management’s Lazard LAZ Stock Holding History

Assured Investment 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
-169,533
Closed -$8.16M – 1239
2018
Q3 		$8.16M Buy
169,533
+20,594
+14% +$1.02M 0.15% 143
2018
Q2 		$7.29M Buy
148,939
+34,011
+30% +$1.8M 0.14% 153
2018
Q1 		$6.04M Sell
114,928
-4,474
-4% -$248K 0.14% 188
2017
Q4 		$6.27M Buy
119,402
+40,882
+52% +$1.96M 0.13% 185
2017
Q3 		$3.55M Buy
+78,520
New +$3.48M 0.07% 261
2015
Q2 		– Sell
-1,532
Closed -$81K – 696
2015
Q1 		$81K Buy
+1,532
New +$75.5K ﹤0.01% 518

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

Assured Investment Management's LAZ Position: Q4 2018 in Review

Assured Investment Management sold out of Lazard (LAZ) in Q4 2018, closing a stake of 169,533 shares — an estimated $8.16M sold.

Assured Investment Management first reported a position in LAZ in Q1 2015 and held it in 6 quarters. The position peaked at $8.16M in Q3 2018. 273 funds tracked by Wall St. Rank hold LAZ as of Q4 2018.

  • Assured Investment Management reported no remaining Lazard position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 169,533 Lazard shares in Q4 2018, an estimated $8.16M.
  • Assured Investment Management first reported a position in Lazard in Q1 2015 and held it in 6 quarters.
  • Assured Investment Management's Lazard position peaked at $8.16M in Q3 2018.
  • 273 funds tracked by Wall St. Rank held Lazard as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.