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Cascade Investment Advisors’s Lazard LAZ Stock Holding History

Cascade 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
2020
Q2 		– Sell
-13,930
Closed -$328K – 256
2020
Q1 		$328K Sell
13,930
-300
-2% -$11.1K 0.36% 89
2019
Q4 		$569K Sell
14,230
-625
-4% -$23.6K 0.43% 89
2019
Q3 		$520K Buy
14,855
+600
+4% +$21.2K 0.4% 87
2019
Q2 		$490K Buy
14,255
+75
+0.5% +$2.69K 0.42% 81
2019
Q1 		$512K Buy
14,180
+25
+0.2% +$940 0.46% 79
2018
Q4 		$522K Sell
14,155
-590
-4% -$23.5K 0.53% 76
2018
Q3 		$710K Buy
14,745
+750
+5% +$37.3K 0.6% 78
2018
Q2 		$684K Buy
+13,995
New +$741K 0.61% 76

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Cascade Investment Advisors's LAZ Position: Q2 2020 in Review

Cascade Investment Advisors sold out of Lazard (LAZ) in Q2 2020, closing a stake of 13,930 shares — an estimated $328K sold.

Cascade Investment Advisors first reported a position in LAZ in Q2 2018 and held it in 8 quarters. The position peaked at $710K in Q3 2018. 213 funds tracked by Wall St. Rank hold LAZ as of Q2 2020.

  • Cascade Investment Advisors reported no remaining Lazard position as of Q2 2020 after selling out during the quarter.
  • Cascade Investment Advisors sold 13,930 Lazard shares in Q2 2020, an estimated $328K.
  • Cascade Investment Advisors first reported a position in Lazard in Q2 2018 and held it in 8 quarters.
  • Cascade Investment Advisors's Lazard position peaked at $710K in Q3 2018.
  • 213 funds tracked by Wall St. Rank held Lazard as of Q2 2020.

Based on Cascade Investment Advisors's 13F filing for Q2 2020, filed 15 Jul 2020.