HCM
LAZ icon

HMS Capital Management’s Lazard LAZ Stock Holding History

HMS Capital 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
-20,614
Closed -$992K – 206
2018
Q3 		$992K Buy
20,614
+1,689
+9% +$84K 0.49% 62
2018
Q2 		$926K Sell
18,925
-115
-0.6% -$6.09K 0.52% 61
2018
Q1 		$1M Sell
19,040
-136
-0.7% -$7.55K 0.66% 55
2017
Q4 		$1.01M Buy
19,176
+72
+0.4% +$3.45K 0.75% 50
2017
Q3 		$864K Sell
19,104
-828
-4% -$36.7K 0.74% 48
2017
Q2 		$923K Buy
19,932
+617
+3% +$27.7K 0.82% 47
2017
Q1 		$832K Buy
+19,315
New +$833K 0.76% 50

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 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 $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

HMS Capital Management's LAZ Position: Q4 2018 in Review

HMS Capital Management sold out of Lazard (LAZ) in Q4 2018, closing a stake of 20,614 shares — an estimated $992K sold.

HMS Capital Management first reported a position in LAZ in Q1 2017 and held it in 7 quarters. The position peaked at $1.01M in Q4 2017. 273 funds tracked by Wall St. Rank hold LAZ as of Q4 2018.

  • HMS Capital Management reported no remaining Lazard position as of Q4 2018 after selling out during the quarter.
  • HMS Capital Management sold 20,614 Lazard shares in Q4 2018, an estimated $992K.
  • HMS Capital Management first reported a position in Lazard in Q1 2017 and held it in 7 quarters.
  • HMS Capital Management's Lazard position peaked at $1.01M in Q4 2017.
  • 273 funds tracked by Wall St. Rank held Lazard as of Q4 2018.

Based on HMS Capital Management's 13F filing for Q4 2018, filed 14 Jan 2019.