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CSat Investment Advisory’s Lazard LAZ Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-360
Closed -$12K – 757
2020
Q3 		$12K Buy
360
+51
+17% +$1.57K ﹤0.01% 1005
2020
Q2 		$9K Sell
309
-87
-22% -$2.36K ﹤0.01% 1058
2020
Q1 		$9K Buy
396
+70
+21% +$2.59K ﹤0.01% 940
2019
Q4 		$13K Buy
326
+51
+19% +$1.93K ﹤0.01% 914
2019
Q3 		$10K Buy
275
+38
+16% +$1.34K ﹤0.01% 927
2019
Q2 		$8K Buy
+237
New +$8.49K ﹤0.01% 953

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSat Investment Advisory's LAZ Position: Q4 2020 in Review

CSat Investment Advisory sold out of Lazard (LAZ) in Q4 2020, closing a stake of 360 shares — an estimated $12K sold.

CSat Investment Advisory first reported a position in LAZ in Q2 2019 and held it in 6 quarters. The position peaked at $13K in Q4 2019. 239 funds tracked by Wall St. Rank hold LAZ as of Q4 2020.

  • CSat Investment Advisory reported no remaining Lazard position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 360 Lazard shares in Q4 2020, an estimated $12K.
  • CSat Investment Advisory first reported a position in Lazard in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Lazard position peaked at $13K in Q4 2019.
  • 239 funds tracked by Wall St. Rank held Lazard as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.