HCA
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Horan Capital Advisors’s Lazard LAZ Stock Holding History

Horan Capital Advisors’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
2020
Q4 		– Sell
-150
Closed -$5K – 190
2020
Q3 		$5K Buy
+150
New +$4.62K ﹤0.01% 275
2020
Q1 		– Sell
-627
Closed -$25K – 174
2019
Q4 		$25K Sell
627
-37,130
-98% -$1.4M 0.01% 184
2019
Q3 		$1.32M Sell
37,757
-1,435
-4% -$50.8K 0.81% 47
2019
Q2 		$1.35M Sell
39,192
-1,585
-4% -$56.8K 0.91% 44
2019
Q1 		$1.47M Sell
40,777
-6,442
-14% -$242K 0.93% 43
2018
Q4 		$1.74M Sell
47,219
-374
-0.8% -$14.9K 1.17% 43
2018
Q3 		$2.29M Sell
47,593
-628
-1% -$31.2K 1.48% 36
2018
Q2 		$2.36M Buy
48,221
+190
+0.4% +$10.1K 1.51% 28
2018
Q1 		$2.52M Buy
48,031
+370
+0.8% +$20.5K 1.65% 28
2017
Q4 		$2.5M Sell
47,661
-2,919
-6% -$140K 1.63% 28
2017
Q3 		$2.29M Sell
50,580
-21,907
-30% -$971K 1.41% 33
2017
Q2 		$3.36M Sell
72,487
-6,110
-8% -$274K 2.28% 9
2017
Q1 		$3.62M Sell
78,597
-785
-1% -$33.8K 2.58% 6
2016
Q4 		$3.26M Sell
79,382
-29
-0% -$1.13K 2.44% 10
2016
Q3 		$2.89M Buy
79,411
+825
+1% +$28.8K 2.29% 10
2016
Q2 		$2.34M Buy
78,586
+1,792
+2% +$62.1K 1.9% 22
2016
Q1 		$2.98M Buy
76,794
+43,544
+131% +$1.56M 2.32% 8
2015
Q4 		$1.5M Sell
33,250
-2,013
-6% -$92.2K 1.25% 37
2015
Q3 		$1.53M Buy
35,263
+990
+3% +$51K 1.28% 41
2015
Q2 		$1.93M Sell
34,273
-11,329
-25% -$630K 1.62% 34
2015
Q1 		$2.4M Buy
45,602
+3,010
+7% +$148K 2% 21
2014
Q4 		$2.13M Buy
42,592
+1,185
+3% +$58.8K 1.76% 30
2014
Q3 		$2.1M Buy
41,407
+5,041
+14% +$264K 1.86% 21
2014
Q2 		$1.88M Buy
36,366
+1,110
+3% +$54.7K 1.71% 21
2014
Q1 		$1.66M Buy
35,256
+3,460
+11% +$156K 1.6% 26
2013
Q4 		$1.44M Buy
31,796
+786
+3% +$31.8K 1.47% 30
2013
Q3 		$1.12M Buy
31,010
+990
+3% +$35.1K 1.33% 36
2013
Q2 		$965K Buy
+30,020
New +$1M 1.47% 33

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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 $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horan Capital Advisors's LAZ Position: Q4 2020 in Review

Horan Capital Advisors sold out of Lazard (LAZ) in Q4 2020, closing a stake of 150 shares — an estimated $5K sold.

Horan Capital Advisors first reported a position in LAZ in Q2 2013 and held it in 28 quarters. The position peaked at $3.62M in Q1 2017. 239 funds tracked by Wall St. Rank hold LAZ as of Q4 2020.

  • Horan Capital Advisors reported no remaining Lazard position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 150 Lazard shares in Q4 2020, an estimated $5K.
  • Horan Capital Advisors first reported a position in Lazard in Q2 2013 and held it in 28 quarters.
  • Horan Capital Advisors's Lazard position peaked at $3.62M in Q1 2017.
  • 239 funds tracked by Wall St. Rank held Lazard as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.