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FDx Advisors’s Lazard LAZ Stock Holding History

FDx Advisors’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
2017
Q2 		– Sell
-10,193
Closed -$469K – 1216
2017
Q1 		$469K Buy
10,193
+446
+5% +$19.2K 0.01% 800
2016
Q4 		$401K Buy
9,747
+1,459
+18% +$56.7K 0.01% 844
2016
Q3 		$301K Buy
+8,288
New +$290K 0.01% 778
2015
Q3 		– Sell
-6,757
Closed -$371K – 822
2015
Q2 		$371K Buy
+6,757
New +$376K 0.02% 670
2015
Q1 		– Sell
-28,614
Closed -$1.43M – 1910
2014
Q4 		$1.43M Sell
28,614
-6,613
-19% -$328K 0.09% 215
2014
Q3 		$1.79M Buy
35,227
+9,015
+34% +$472K 0.12% 174
2014
Q2 		$1.35M Buy
26,212
+19,328
+281% +$952K 0.09% 246
2014
Q1 		$324K Buy
+6,884
New +$310K 0.03% 583

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

FDx Advisors's LAZ Position: Q2 2017 in Review

FDx Advisors sold out of Lazard (LAZ) in Q2 2017, closing a stake of 10,193 shares — an estimated $469K sold.

FDx Advisors first reported a position in LAZ in Q1 2014 and held it in 8 quarters. The position peaked at $1.79M in Q3 2014. 284 funds tracked by Wall St. Rank hold LAZ as of Q2 2017.

  • FDx Advisors reported no remaining Lazard position as of Q2 2017 after selling out during the quarter.
  • FDx Advisors sold 10,193 Lazard shares in Q2 2017, an estimated $469K.
  • FDx Advisors first reported a position in Lazard in Q1 2014 and held it in 8 quarters.
  • FDx Advisors's Lazard position peaked at $1.79M in Q3 2014.
  • 284 funds tracked by Wall St. Rank held Lazard as of Q2 2017.

Based on FDx Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.