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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Lazard LAZ Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
Q3 		– Sell
-1,075
Closed -$53K – 235
2018
Q2 		$53K Hold
1,075
– – 0.02% 172
2018
Q1 		$57K Sell
1,075
-1,050
-49% -$58.3K 0.02% 159
2017
Q4 		$125K Buy
+2,125
New +$102K 0.33% 64

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 $8.93B AUM 29.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's LAZ Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Lazard (LAZ) in Q3 2018, closing a stake of 1,075 shares — an estimated $53K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in LAZ in Q4 2017 and held it in 3 quarters. The position peaked at $125K in Q4 2017. 325 funds tracked by Wall St. Rank hold LAZ as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Lazard position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 1,075 Lazard shares in Q3 2018, an estimated $53K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Lazard in Q4 2017 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Lazard position peaked at $125K in Q4 2017.
  • 325 funds tracked by Wall St. Rank held Lazard as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.