FIM
LAZ icon

Freedom Investment Management’s Lazard LAZ Stock Holding History

Freedom Investment 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
2018
Q4 		– Sell
-9,497
Closed -$454K – 838
2018
Q3 		$454K Sell
9,497
-136
-1% -$6.76K 0.03% 560
2018
Q2 		$471K Buy
9,633
+459
+5% +$24.3K 0.03% 582
2018
Q1 		$482K Sell
9,174
-132
-1% -$7.32K 0.02% 641
2017
Q4 		$489K Buy
9,306
+448
+5% +$21.5K 0.03% 640
2017
Q3 		$401K Buy
8,858
+216
+2% +$9.58K 0.02% 691
2017
Q2 		$400K Buy
8,642
+808
+10% +$36.2K 0.02% 660
2017
Q1 		$360K Buy
7,834
+2,084
+36% +$89.9K 0.02% 671
2016
Q4 		$236K Buy
+5,750
New +$223K 0.01% 803

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Freedom Investment Management's LAZ Position: Q4 2018 in Review

Freedom Investment Management sold out of Lazard (LAZ) in Q4 2018, closing a stake of 9,497 shares — an estimated $454K sold.

Freedom Investment Management first reported a position in LAZ in Q4 2016 and held it in 8 quarters. The position peaked at $489K in Q4 2017. 273 funds tracked by Wall St. Rank hold LAZ as of Q4 2018.

  • Freedom Investment Management reported no remaining Lazard position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 9,497 Lazard shares in Q4 2018, an estimated $454K.
  • Freedom Investment Management first reported a position in Lazard in Q4 2016 and held it in 8 quarters.
  • Freedom Investment Management's Lazard position peaked at $489K in Q4 2017.
  • 273 funds tracked by Wall St. Rank held Lazard as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.