EWM
LAZ icon

Edge Wealth Management’s Lazard LAZ Stock Holding History

Edge Wealth Management’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
Q3 		– Sell
-200
Closed -$6K – 543
2020
Q2 		$6K Hold
200
– – ﹤0.01% 525
2020
Q1 		$5K Sell
200
-11,101
-98% -$411K ﹤0.01% 477
2019
Q4 		$1.81M Buy
11,301
+11,101
+5,551% +$419K 0.36% 50
2019
Q3 		$7K Hold
200
– – ﹤0.01% 451
2019
Q2 		$7K Hold
200
– – ﹤0.01% 454
2019
Q1 		$7K Hold
200
– – ﹤0.01% 441
2018
Q4 		$7K Hold
200
– – ﹤0.01% 438
2018
Q3 		$10K Hold
200
– – ﹤0.01% 433
2018
Q2 		$10K Hold
200
– – ﹤0.01% 421
2018
Q1 		$11K Hold
200
– – ﹤0.01% 372
2017
Q4 		$10K Hold
200
– – ﹤0.01% 380
2017
Q3 		$9K Buy
+200
New +$8.87K ﹤0.01% 383

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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 $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 $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return