BA
LAZ icon

Boston Advisors’s Lazard LAZ Stock Holding History

Boston Advisors’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
Q3 		$355K Hold
10,140
– – 0.02% 494
2019
Q2 		$349K Sell
10,140
-150
-1% -$5.38K 0.02% 537
2019
Q1 		$372K Sell
10,290
-51,918
-83% -$1.95M 0.02% 514
2018
Q4 		$2.3M Sell
62,208
-5,300
-8% -$211K 0.13% 190
2018
Q3 		$3.25M Buy
67,508
+223
+0.3% +$11.1K 0.14% 229
2018
Q2 		$3.29M Sell
67,285
-1,031
-2% -$54.6K 0.08% 235
2018
Q1 		$3.59M Buy
68,316
+48,451
+244% +$2.69M 0.09% 219
2017
Q4 		$1.04M Sell
19,865
-3,090
-13% -$148K 0.02% 358
2017
Q3 		$1.04M Sell
22,955
-700
-3% -$31K 0.02% 356
2017
Q2 		$1.1M Sell
23,655
-1,375
-5% -$61.7K 0.03% 365
2017
Q1 		$1.15M Buy
25,030
+2,470
+11% +$107K 0.03% 340
2016
Q4 		$927K Buy
22,560
+1,380
+7% +$53.6K 0.02% 368
2016
Q3 		$770K Sell
21,180
-220
-1% -$7.69K 0.02% 402
2016
Q2 		$637K Sell
21,400
-300
-1% -$10.4K 0.02% 422
2016
Q1 		$842K Buy
21,700
+2,725
+14% +$97.8K 0.02% 347
2015
Q4 		$854K Sell
18,975
-1,350
-7% -$61.8K 0.02% 349
2015
Q3 		$880K Sell
20,325
-1,500
-7% -$77.3K 0.03% 403
2015
Q2 		$1.23M Buy
21,825
+2,450
+13% +$136K 0.05% 267
2015
Q1 		$1.02M Sell
19,375
-196,429
-91% -$9.68M 0.04% 288
2014
Q4 		$10.8M Sell
215,804
-12,452
-5% -$617K 0.46% 70
2014
Q3 		$11.6M Buy
228,256
+133,031
+140% +$6.97M 0.49% 64
2014
Q2 		$4.91M Buy
95,225
+70,400
+284% +$3.47M 0.21% 135
2014
Q1 		$1.17M Sell
24,825
-300
-1% -$13.5K 0.05% 259
2013
Q4 		$1.14M Sell
25,125
-500
-2% -$20.2K 0.05% 256
2013
Q3 		$923K Sell
25,625
-200
-0.8% -$7.1K 0.05% 262
2013
Q2 		$830K Buy
+25,825
New +$863K 0.04% 264

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Advisors's LAZ Position: Q3 2019 in Review

Boston Advisors held its Lazard (LAZ) position steady in Q3 2019 at 10,140 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #494.

Boston Advisors first reported a position in LAZ in Q2 2013 and has held it in 26 quarters since. The position peaked at $11.6M in Q3 2014. 241 funds tracked by Wall St. Rank hold LAZ as of Q3 2019.

  • Boston Advisors held 10,140 shares of Lazard worth $355K as of Q3 2019.
  • Boston Advisors left its Lazard share count unchanged in Q3 2019.
  • Lazard made up 0.02% of Boston Advisors's portfolio in Q3 2019, its #494 holding.
  • Boston Advisors first reported a position in Lazard in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's Lazard position peaked at $11.6M in Q3 2014.
  • 241 funds tracked by Wall St. Rank held Lazard as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.