HCM
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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
-12,600
Closed -$606K – 207
2018
Q3 		$606K Buy
12,600
+1,400
+13% +$69.6K 0.3% 97
2018
Q2 		$548K Hold
11,200
– – 0.31% 88
2018
Q1 		$589K Hold
11,200
– – 0.39% 74
2017
Q4 		$588K Buy
11,200
+10,800
+2,700% +$518K 0.44% 80
2017
Q3 		$18K Sell
400
-10,800
-96% -$479K 0.02% 149
2017
Q2 		$519K Buy
11,200
+400
+4% +$17.9K 0.46% 82
2017
Q1 		$465K Buy
+10,800
New +$466K 0.42% 85

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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.