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Evanson Asset Management’s Lazard LAZ Stock Holding History

Evanson Asset 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
Q4 		– Sell
-26,946
Closed -$891K – 275
2020
Q3 		$891K Buy
26,946
+399
+2% +$12.3K 0.16% 79
2020
Q2 		$760K Buy
26,547
+456
+2% +$12.4K 0.15% 84
2020
Q1 		$615K Buy
26,091
+335
+1% +$12.4K 0.15% 91
2019
Q4 		$1.03M Buy
25,756
+313
+1% +$11.8K 0.2% 70
2019
Q3 		$891K Buy
25,443
+347
+1% +$12.3K 0.18% 72
2019
Q2 		$863K Buy
25,096
+111
+0.4% +$3.98K 0.17% 73
2019
Q1 		$903K Buy
24,985
+199
+0.8% +$7.48K 0.19% 73
2018
Q4 		$915K Buy
24,786
+282
+1% +$11.3K 0.21% 68
2018
Q3 		$1.18M Buy
24,504
+217
+0.9% +$10.8K 0.24% 63
2018
Q2 		$1.19M Buy
24,287
+73
+0.3% +$3.86K 0.24% 66
2018
Q1 		$1.27M Buy
24,214
+749
+3% +$41.6K 0.26% 66
2017
Q4 		$1.23M Buy
23,465
+125
+0.5% +$5.99K 0.25% 67
2017
Q3 		$1.05M Buy
23,340
+223
+1% +$9.89K 0.23% 71
2017
Q2 		$1.07M Buy
23,117
+212
+0.9% +$9.51K 0.25% 66
2017
Q1 		$1.05M Buy
22,905
+201
+0.9% +$8.67K 0.26% 67
2016
Q4 		$933K Buy
22,704
+214
+1% +$8.31K 0.26% 70
2016
Q3 		$818K Buy
22,490
+229
+1% +$8.01K 0.23% 76
2016
Q2 		$663K Buy
+22,261
New +$772K 0.2% 84
2015
Q4 		– Sell
-21,612
Closed -$936K – 210
2015
Q3 		$936K Buy
21,612
+141
+0.7% +$7.26K 0.35% 68
2015
Q2 		$1.21M Buy
21,471
+133
+0.6% +$7.4K 0.42% 57
2015
Q1 		$1.12M Buy
21,338
+125
+0.6% +$6.16K 0.4% 57
2014
Q4 		$1.06M Buy
21,213
+128
+0.6% +$6.35K 0.39% 58
2014
Q3 		$1.07M Buy
21,085
+120
+0.6% +$6.29K 0.44% 58
2014
Q2 		$1.08M Buy
20,965
+123
+0.6% +$6.06K 0.42% 59
2014
Q1 		$981K Hold
20,842
– – 0.43% 58
2013
Q4 		$945K Buy
+20,842
New +$844K 0.42% 59

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 $2.4B AUM 29.54% 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

Evanson Asset Management's LAZ Position: Q4 2020 in Review

Evanson Asset Management sold out of Lazard (LAZ) in Q4 2020, closing a stake of 26,946 shares — an estimated $891K sold.

Evanson Asset Management first reported a position in LAZ in Q4 2013 and held it in 26 quarters. The position peaked at $1.27M in Q1 2018. 239 funds tracked by Wall St. Rank hold LAZ as of Q4 2020.

  • Evanson Asset Management reported no remaining Lazard position as of Q4 2020 after selling out during the quarter.
  • Evanson Asset Management sold 26,946 Lazard shares in Q4 2020, an estimated $891K.
  • Evanson Asset Management first reported a position in Lazard in Q4 2013 and held it in 26 quarters.
  • Evanson Asset Management's Lazard position peaked at $1.27M in Q1 2018.
  • 239 funds tracked by Wall St. Rank held Lazard as of Q4 2020.

Based on Evanson Asset Management's 13F filing for Q4 2020, filed 22 Jan 2021.