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 – 1242
2018
Q3 		$8.16M Buy
169,533
+20,594
+14% +$1.02M 0.19% 143
2018
Q2 		$7.29M Buy
148,939
+34,011
+30% +$1.8M 0.17% 153
2018
Q1 		$6.04M Sell
114,928
-4,474
-4% -$248K 0.18% 188
2017
Q4 		$6.27M Buy
119,402
+40,882
+52% +$1.96M 0.19% 185
2017
Q3 		$3.55M Buy
+78,520
New +$3.48M 0.11% 261
2015
Q2 		– Sell
-1,532
Closed -$81K – 700
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 $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return