DFPG Investments’s Lazard LAZ Stock Holding History

DFPG 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
2020 Q1	–	Sell	-14,818	Closed	-$652K	–	165
2019 Q4	$652K	Buy	14,818 +1,489	+11%	+$56.2K	0.43%	69
2019 Q3	$466K	Buy	+13,329	New	+$472K	0.39%	76

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

DFPG Investments's LAZ Position: Q1 2020 in Review

DFPG Investments sold out of Lazard (LAZ) in Q1 2020, closing a stake of 14,818 shares — an estimated $652K sold.

DFPG Investments first reported a position in LAZ in Q3 2019 and held it in 2 quarters. The position peaked at $652K in Q4 2019. 220 funds tracked by Wall St. Rank hold LAZ as of Q1 2020.

DFPG Investments reported no remaining Lazard position as of Q1 2020 after selling out during the quarter.
DFPG Investments sold 14,818 Lazard shares in Q1 2020, an estimated $652K.
DFPG Investments first reported a position in Lazard in Q3 2019 and held it in 2 quarters.
DFPG Investments's Lazard position peaked at $652K in Q4 2019.
220 funds tracked by Wall St. Rank held Lazard as of Q1 2020.

Based on DFPG Investments's 13F filing for Q1 2020, filed 17 Apr 2020.