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Jaffetilchin Investment Partners’s Lazard LAZ Stock Holding History

Jaffetilchin Investment Partners’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
Q3 		– Sell
-6,868
Closed -$336K – 316
2018
Q2 		$336K Buy
6,868
+27
+0.4% +$1.43K 0.07% 215
2018
Q1 		$360K Buy
+6,841
New +$380K 0.08% 225
2017
Q4 		– Sell
-6,323
Closed -$286K – 268
2017
Q3 		$286K Buy
+6,323
New +$280K 0.07% 245
2014
Q4 		– Sell
-7,798
Closed -$395K – 222
2014
Q3 		$395K Buy
+7,798
New +$409K 0.14% 120

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 $8.93B AUM 29.58% 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 $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Jaffetilchin Investment Partners's LAZ Position: Q3 2018 in Review

Jaffetilchin Investment Partners sold out of Lazard (LAZ) in Q3 2018, closing a stake of 6,868 shares — an estimated $336K sold.

Jaffetilchin Investment Partners first reported a position in LAZ in Q3 2014 and held it in 4 quarters. The position peaked at $395K in Q3 2014. 325 funds tracked by Wall St. Rank hold LAZ as of Q3 2018.

  • Jaffetilchin Investment Partners reported no remaining Lazard position as of Q3 2018 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 6,868 Lazard shares in Q3 2018, an estimated $336K.
  • Jaffetilchin Investment Partners first reported a position in Lazard in Q3 2014 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's Lazard position peaked at $395K in Q3 2014.
  • 325 funds tracked by Wall St. Rank held Lazard as of Q3 2018.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2018, filed 5 Oct 2018.