Ballentine Partners’s Lazard LAZ Stock Holding History

Ballentine Partners’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
2017 Q3	–	Sell	-4,501	Closed	-$216K	–	454
2017 Q2	$216K	Buy	+4,501	New	+$202K	0.02%	334

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ballentine Partners's LAZ Position: Q3 2017 in Review

Ballentine Partners sold out of Lazard (LAZ) in Q3 2017, closing a stake of 4,501 shares — an estimated $216K sold.

Ballentine Partners first reported a position in LAZ in Q2 2017 and held it in 1 quarter. The position peaked at $216K in Q2 2017. 290 funds tracked by Wall St. Rank hold LAZ as of Q3 2017.

Ballentine Partners reported no remaining Lazard position as of Q3 2017 after selling out during the quarter.
Ballentine Partners sold 4,501 Lazard shares in Q3 2017, an estimated $216K.
Ballentine Partners first reported a position in Lazard in Q2 2017 and held it in 1 quarter.
Ballentine Partners's Lazard position peaked at $216K in Q2 2017.
290 funds tracked by Wall St. Rank held Lazard as of Q3 2017.

Based on Ballentine Partners's 13F filing for Q3 2017, filed 6 Nov 2017.