BFEC
LAZ icon

Benjamin F. Edwards & Company’s Lazard LAZ Stock Holding History

Benjamin F. Edwards & Company’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
2019
Q4 		– Sell
-500
Closed -$18K – 1912
2019
Q3 		$18K Hold
500
– – ﹤0.01% 1232
2019
Q2 		$17K Buy
+500
New +$17.9K ﹤0.01% 1251
2016
Q1 		– Sell
-200
Closed -$9K – 1154
2015
Q4 		$9K Sell
200
-775
-79% -$35.5K ﹤0.01% 863
2015
Q3 		$42K Buy
975
+100
+11% +$5.15K 0.01% 565
2015
Q2 		$49K Buy
875
+575
+192% +$32K 0.01% 602
2015
Q1 		$16K Buy
300
+100
+50% +$4.93K ﹤0.01% 800
2014
Q4 		$10K Hold
200
– – ﹤0.01% 792
2014
Q3 		$10K Hold
200
– – ﹤0.01% 776
2014
Q2 		$10K Buy
+200
New +$9.86K ﹤0.01% 732

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Benjamin F. Edwards & Company's LAZ Position: Q4 2019 in Review

Benjamin F. Edwards & Company sold out of Lazard (LAZ) in Q4 2019, closing a stake of 500 shares — an estimated $18K sold.

Benjamin F. Edwards & Company first reported a position in LAZ in Q2 2014 and held it in 9 quarters. The position peaked at $49K in Q2 2015. 245 funds tracked by Wall St. Rank hold LAZ as of Q4 2019.

  • Benjamin F. Edwards & Company reported no remaining Lazard position as of Q4 2019 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 500 Lazard shares in Q4 2019, an estimated $18K.
  • Benjamin F. Edwards & Company first reported a position in Lazard in Q2 2014 and held it in 9 quarters.
  • Benjamin F. Edwards & Company's Lazard position peaked at $49K in Q2 2015.
  • 245 funds tracked by Wall St. Rank held Lazard as of Q4 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2019, filed 6 Feb 2020.