HIM
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Hillsdale Investment Management’s Lazard LAZ Stock Holding History

Hillsdale 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
2021
Q1 		– Sell
-13,900
Closed -$588K – 615
2020
Q4 		$588K Sell
13,900
-770
-5% -$29.1K 0.06% 297
2020
Q3 		$485K Buy
+14,670
New +$452K 0.05% 323
2020
Q2 		– Sell
-210
Closed -$5K – 640
2020
Q1 		$5K Buy
+210
New +$7.77K ﹤0.01% 523
2018
Q4 		– Sell
-130
Closed -$6K – 619
2018
Q3 		$6K Sell
130
-8,500
-98% -$423K ﹤0.01% 386
2018
Q2 		$422K Sell
8,630
-40
-0.5% -$2.12K 0.05% 221
2018
Q1 		$456K Sell
8,670
-300
-3% -$16.6K 0.06% 189
2017
Q4 		$471K Buy
8,970
+300
+3% +$14.4K 0.08% 205
2017
Q3 		$393K Hold
8,670
– – 0.07% 218
2017
Q2 		$402K Buy
8,670
+1,070
+14% +$48K 0.08% 197
2017
Q1 		$349K Hold
7,600
– – 0.07% 210
2016
Q4 		$312K Buy
7,600
+7,400
+3,700% +$287K 0.07% 223
2016
Q3 		$7K Hold
200
– – ﹤0.01% 402
2016
Q2 		$6K Sell
200
-5,900
-97% -$204K ﹤0.01% 418
2016
Q1 		$237K Hold
6,100
– – 0.08% 287
2015
Q4 		$275K Sell
6,100
-500
-8% -$22.9K 0.1% 275
2015
Q3 		$286K Sell
6,600
-500
-7% -$25.8K 0.1% 220
2015
Q2 		$399K Hold
7,100
– – 0.12% 156
2015
Q1 		$373K Buy
7,100
+390
+6% +$19.2K 0.1% 190
2014
Q4 		$336K Hold
6,710
– – 0.09% 207
2014
Q3 		$340K Hold
6,710
– – 0.11% 153
2014
Q2 		$346K Hold
6,710
– – 0.08% 173
2014
Q1 		$316K Buy
6,710
+110
+2% +$4.95K 0.09% 172
2013
Q4 		$299K Buy
6,600
+6,400
+3,200% +$259K 0.09% 201
2013
Q3 		$7K Hold
200
– – ﹤0.01% 487
2013
Q2 		$6K Buy
+200
New +$6.69K ﹤0.01% 498

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hillsdale Investment Management's LAZ Position: Q1 2021 in Review

Hillsdale Investment Management sold out of Lazard (LAZ) in Q1 2021, closing a stake of 13,900 shares — an estimated $588K sold.

Hillsdale Investment Management first reported a position in LAZ in Q2 2013 and held it in 25 quarters. The position peaked at $588K in Q4 2020. 261 funds tracked by Wall St. Rank hold LAZ as of Q1 2021.

  • Hillsdale Investment Management reported no remaining Lazard position as of Q1 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 13,900 Lazard shares in Q1 2021, an estimated $588K.
  • Hillsdale Investment Management first reported a position in Lazard in Q2 2013 and held it in 25 quarters.
  • Hillsdale Investment Management's Lazard position peaked at $588K in Q4 2020.
  • 261 funds tracked by Wall St. Rank held Lazard as of Q1 2021.

Based on Hillsdale Investment Management's 13F filing for Q1 2021, filed 22 Apr 2021.