Capstone Investment Advisors
LAZ icon

Capstone Investment Advisors’s Lazard LAZ Stock Holding History

Capstone Investment 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
2017
Q4 		– Sell
-11,700
Closed -$529K – 580
2017
Q3 		$529K Buy
+11,700
New +$519K 0.02% 307
2017
Q1 		– Sell
-28,393
Closed -$1.17M – 1008
2016
Q4 		$1.17M Buy
+28,393
New +$1.1M 0.04% 379

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capstone Investment Advisors's LAZ Position: Q4 2017 in Review

Capstone Investment Advisors sold out of Lazard (LAZ) in Q4 2017, closing a stake of 11,700 shares — an estimated $529K sold.

Capstone Investment Advisors first reported a position in LAZ in Q4 2016 and held it in 2 quarters. The position peaked at $1.17M in Q4 2016. 321 funds tracked by Wall St. Rank hold LAZ as of Q4 2017.

  • Capstone Investment Advisors reported no remaining Lazard position as of Q4 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 11,700 Lazard shares in Q4 2017, an estimated $529K.
  • Capstone Investment Advisors first reported a position in Lazard in Q4 2016 and held it in 2 quarters.
  • Capstone Investment Advisors's Lazard position peaked at $1.17M in Q4 2016.
  • 321 funds tracked by Wall St. Rank held Lazard as of Q4 2017.

Based on Capstone Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.