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Darrell & King’s Lazard LAZ Stock Holding History

Darrell & King’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
Q3 		– Sell
-12,399
Closed -$426K – 53
2019
Q2 		$426K Sell
12,399
-263
-2% -$9.43K 0.08% 31
2019
Q1 		$458K Sell
12,662
-671,570
-98% -$25.3M 0.08% 32
2018
Q4 		$25.3M Sell
684,232
-841
-0.1% -$33.6K 4.62% 11
2018
Q3 		$33M Sell
685,073
-2,559
-0.4% -$127K 4.68% 15
2018
Q2 		$33.6M Sell
687,632
-14,072
-2% -$745K 4.85% 10
2018
Q1 		$36.9M Sell
701,704
-1,039
-0.1% -$57.6K 5.23% 6
2017
Q4 		$36.9M Buy
702,743
+4,399
+0.6% +$211K 5.08% 10
2017
Q3 		$31.6M Sell
698,344
-2,833
-0.4% -$126K 4.52% 16
2017
Q2 		$32.5M Buy
701,177
+6,015
+0.9% +$270K 4.87% 13
2017
Q1 		$32M Buy
695,162
+12,830
+2% +$553K 5.24% 8
2016
Q4 		$28M Buy
682,332
+7,734
+1% +$300K 4.53% 14
2016
Q3 		$24.5M Buy
+674,598
New +$23.6M 4.22% 16

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 $2.3T AUM 54.33% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Darrell & King's LAZ Position: Q3 2019 in Review

Darrell & King sold out of Lazard (LAZ) in Q3 2019, closing a stake of 12,399 shares — an estimated $426K sold.

Darrell & King first reported a position in LAZ in Q3 2016 and held it in 12 quarters. The position peaked at $36.9M in Q4 2017. 241 funds tracked by Wall St. Rank hold LAZ as of Q3 2019.

  • Darrell & King reported no remaining Lazard position as of Q3 2019 after selling out during the quarter.
  • Darrell & King sold 12,399 Lazard shares in Q3 2019, an estimated $426K.
  • Darrell & King first reported a position in Lazard in Q3 2016 and held it in 12 quarters.
  • Darrell & King's Lazard position peaked at $36.9M in Q4 2017.
  • 241 funds tracked by Wall St. Rank held Lazard as of Q3 2019.

Based on Darrell & King's 13F filing for Q3 2019, filed 18 Nov 2019.