Greystone Managed Investments’s Lazard LAZ Stock Holding History

Greystone Managed Investments’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
2019 Q3	$3.43M	Buy	97,946 +15,420	+19%	+$546K	0.21%	84
2019 Q2	$2.84M	Hold	82,526	–	–	0.16%	89
2019 Q1	$2.98M	Buy	82,526 +2,400	+3%	+$90.2K	0.18%	89
2018 Q4	$2.96M	Buy	80,126 +21,635	+37%	+$863K	0.19%	87
2018 Q3	$2.81M	Buy	58,491 +3,057	+6%	+$152K	0.15%	91
2018 Q2	$2.71M	Buy	55,434 +1,640	+3%	+$86.8K	0.12%	90
2018 Q1	$2.83M	Buy	53,794 +2,983	+6%	+$166K	0.12%	89
2017 Q4	$2.67M	Buy	50,811 +1,856	+4%	+$88.9K	0.11%	83
2017 Q3	$2.21M	Buy	48,955 +1,826	+4%	+$81K	0.1%	87
2017 Q2	$2.18M	Buy	+47,129	New	+$2.11M	0.1%	85

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greystone Managed Investments's LAZ Position: Q3 2019 in Review

Greystone Managed Investments increased its Lazard (LAZ) stake by 19% in Q3 2019, buying an estimated $546K and bringing the position to 97,946 shares worth $3.43M. The position accounts for 0.21% of the portfolio, ranked #84.

Greystone Managed Investments first reported a position in LAZ in Q2 2017 and has held it in 10 quarters since. 241 funds tracked by Wall St. Rank hold LAZ as of Q3 2019.

Greystone Managed Investments held 97,946 shares of Lazard worth $3.43M as of Q3 2019.
Greystone Managed Investments bought 15,420 Lazard shares in Q3 2019, an estimated $546K.
Lazard made up 0.21% of Greystone Managed Investments's portfolio in Q3 2019, its #84 holding.
Greystone Managed Investments first reported a position in Lazard in Q2 2017 and has held it in 10 quarters since.
241 funds tracked by Wall St. Rank held Lazard as of Q3 2019.

Based on Greystone Managed Investments's 13F filing for Q3 2019, filed 5 Nov 2019.