Avity Investment Management’s Lazard LAZ Stock Holding History

Avity 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 Q1	–	Sell	-4,750	Closed	-$249K	–	78
2017 Q4	$249K	Buy	+4,750	New	+$228K	0.03%	69

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avity Investment Management's LAZ Position: Q1 2018 in Review

Avity Investment Management sold out of Lazard (LAZ) in Q1 2018, closing a stake of 4,750 shares — an estimated $249K sold.

Avity Investment Management first reported a position in LAZ in Q4 2017 and held it in 1 quarter. The position peaked at $249K in Q4 2017. 336 funds tracked by Wall St. Rank hold LAZ as of Q1 2018.

Avity Investment Management reported no remaining Lazard position as of Q1 2018 after selling out during the quarter.
Avity Investment Management sold 4,750 Lazard shares in Q1 2018, an estimated $249K.
Avity Investment Management first reported a position in Lazard in Q4 2017 and held it in 1 quarter.
Avity Investment Management's Lazard position peaked at $249K in Q4 2017.
336 funds tracked by Wall St. Rank held Lazard as of Q1 2018.

Based on Avity Investment Management's 13F filing for Q1 2018, filed 19 Apr 2018.