Buckingham Capital Management (New York)’s Lazard LAZ Stock Holding History

Buckingham Capital Management (New York)’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	-31,300	Closed	-$1.1M	–	43
2019 Q3	$1.1M	Sell	31,300 -13,330	-30%	-$472K	0.14%	79
2019 Q2	$1.53M	Sell	44,630 -13,171	-23%	-$472K	0.19%	80
2019 Q1	$2.09M	Sell	57,801 -7,699	-12%	-$289K	0.2%	80
2018 Q4	$2.42M	Buy	+65,500	New	+$2.61M	0.36%	67
2016 Q3	–	Sell	-35,000	Closed	-$1.04M	–	95
2016 Q2	$1.04M	Buy	+35,000	New	+$1.21M	0.13%	76

Other funds holding LAZ

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

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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 Oslo, Norway $1T AUM

Buckingham Capital Management (New York)'s LAZ Position: Q4 2019 in Review

Buckingham Capital Management (New York) sold out of Lazard (LAZ) in Q4 2019, closing a stake of 31,300 shares — an estimated $1.1M sold.

Buckingham Capital Management (New York) first reported a position in LAZ in Q2 2016 and held it in 5 quarters. The position peaked at $2.42M in Q4 2018. 245 funds tracked by Wall St. Rank hold LAZ as of Q4 2019.

Buckingham Capital Management (New York) reported no remaining Lazard position as of Q4 2019 after selling out during the quarter.
Buckingham Capital Management (New York) sold 31,300 Lazard shares in Q4 2019, an estimated $1.1M.
Buckingham Capital Management (New York) first reported a position in Lazard in Q2 2016 and held it in 5 quarters.
Buckingham Capital Management (New York)'s Lazard position peaked at $2.42M in Q4 2018.
245 funds tracked by Wall St. Rank held Lazard as of Q4 2019.

Based on Buckingham Capital Management (New York)'s 13F filing for Q4 2019.