GA
LAZ icon

Geneva Advisors’s Lazard LAZ Stock Holding History

Geneva 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 		$835K Hold
18,020
– – 0.01% 397
2017
Q1 		$829K Sell
18,020
-4,600
-20% -$198K 0.01% 393
2016
Q4 		$929K Sell
22,620
-300
-1% -$11.7K 0.02% 357
2016
Q3 		$833K Sell
22,920
-310
-1% -$10.8K 0.02% 361
2016
Q2 		$692K Hold
23,230
– – 0.01% 379
2016
Q1 		$901K Hold
23,230
– – 0.02% 319
2015
Q4 		$1.05M Hold
23,230
– – 0.02% 297
2015
Q3 		$1.01M Hold
23,230
– – 0.02% 291
2015
Q2 		$1.31M Sell
23,230
-470
-2% -$26.1K 0.02% 267
2015
Q1 		$1.25M Sell
23,700
-4,993
-17% -$246K 0.02% 262
2014
Q4 		$1.44M Sell
28,693
-56,988
-67% -$2.83M 0.03% 243
2014
Q3 		$4.34M Sell
85,681
-1,709
-2% -$89.6K 0.08% 133
2014
Q2 		$4.51M Sell
87,390
-17,708
-17% -$873K 0.08% 134
2014
Q1 		$4.95M Buy
105,098
+2,526
+2% +$114K 0.09% 129
2013
Q4 		$4.65M Buy
102,572
+11,637
+13% +$471K 0.09% 113
2013
Q3 		$3.27M Sell
90,935
-8,749
-9% -$310K 0.07% 134
2013
Q2 		$3.21M Buy
+99,684
New +$3.33M 0.07% 120

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

Geneva Advisors's LAZ Position: Q2 2017 in Review

Geneva Advisors held its Lazard (LAZ) position steady in Q2 2017 at 18,020 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #397.

Geneva Advisors first reported a position in LAZ in Q2 2013 and has held it in 17 quarters since. The position peaked at $4.95M in Q1 2014. 284 funds tracked by Wall St. Rank hold LAZ as of Q2 2017.

  • Geneva Advisors held 18,020 shares of Lazard worth $835K as of Q2 2017.
  • Geneva Advisors left its Lazard share count unchanged in Q2 2017.
  • Lazard made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #397 holding.
  • Geneva Advisors first reported a position in Lazard in Q2 2013 and has held it in 17 quarters since.
  • Geneva Advisors's Lazard position peaked at $4.95M in Q1 2014.
  • 284 funds tracked by Wall St. Rank held Lazard as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.