ClearBridge Investments
LAZ icon

ClearBridge Investments’s Lazard LAZ Stock Holding History

ClearBridge Investments’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
Q1 		– Sell
-1,294,230
Closed -$47.8M – 1104
2018
Q4 		$47.8M Sell
1,294,230
-41,198
-3% -$1.64M 0.05% 301
2018
Q3 		$64.3M Sell
1,335,428
-34,962
-3% -$1.74M 0.06% 279
2018
Q2 		$67M Buy
1,370,390
+1,956
+0.1% +$104K 0.05% 269
2018
Q1 		$71.9M Sell
1,368,434
-38,009
-3% -$2.11M 0.07% 243
2017
Q4 		$72.1M Sell
1,406,443
-4,080
-0.3% -$196K 0.07% 255
2017
Q3 		$63.8M Buy
1,410,523
+9,459
+0.7% +$419K 0.06% 272
2017
Q2 		$64.9M Sell
1,401,064
-182,124
-12% -$8.17M 0.06% 268
2017
Q1 		$72.8M Buy
1,583,188
+28,678
+2% +$1.24M 0.07% 248
2016
Q4 		$63.9M Buy
1,554,510
+33,465
+2% +$1.3M 0.07% 245
2016
Q3 		$55.3M Buy
1,521,045
+156,941
+12% +$5.49M 0.06% 264
2016
Q2 		$40.6M Buy
1,364,104
+150,974
+12% +$5.23M 0.05% 300
2016
Q1 		$47.1M Buy
1,213,130
+369,882
+44% +$13.3M 0.06% 276
2015
Q4 		$38M Buy
843,248
+23,904
+3% +$1.1M 0.04% 316
2015
Q3 		$35.5M Sell
819,344
-11,822
-1% -$609K 0.04% 323
2015
Q2 		$46.7M Buy
831,166
+100,354
+14% +$5.58M 0.05% 309
2015
Q1 		$38.4M Buy
730,812
+6,718
+0.9% +$331K 0.04% 337
2014
Q4 		$36.2M Buy
724,094
+1,075
+0.1% +$53.3K 0.04% 356
2014
Q3 		$36.7M Buy
723,019
+17,823
+3% +$934K 0.04% 343
2014
Q2 		$36.4M Sell
705,196
-142,470
-17% -$7.02M 0.04% 343
2014
Q1 		$39.9M Buy
847,666
+870
+0.1% +$39.2K 0.05% 320
2013
Q4 		$38.4M Buy
846,796
+7,803
+0.9% +$316K 0.05% 316
2013
Q3 		$30.2M Buy
838,993
+551
+0.1% +$19.6K 0.04% 334
2013
Q2 		$27M Buy
+838,442
New +$28M 0.04% 332

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

ClearBridge Investments's LAZ Position: Q1 2019 in Review

ClearBridge Investments sold out of Lazard (LAZ) in Q1 2019, closing a stake of 1,294,230 shares — an estimated $47.8M sold.

ClearBridge Investments first reported a position in LAZ in Q2 2013 and held it in 23 quarters. The position peaked at $72.8M in Q1 2017. 266 funds tracked by Wall St. Rank hold LAZ as of Q1 2019.

  • ClearBridge Investments reported no remaining Lazard position as of Q1 2019 after selling out during the quarter.
  • ClearBridge Investments sold 1,294,230 Lazard shares in Q1 2019, an estimated $47.8M.
  • ClearBridge Investments first reported a position in Lazard in Q2 2013 and held it in 23 quarters.
  • ClearBridge Investments's Lazard position peaked at $72.8M in Q1 2017.
  • 266 funds tracked by Wall St. Rank held Lazard as of Q1 2019.

Based on ClearBridge Investments's 13F filing for Q1 2019, filed 15 May 2019.