JMPWA
LAZ icon

JP Morgan Private Wealth Advisors’s Lazard LAZ Stock Holding History

JP Morgan Private Wealth 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
2019
Q2 		– Sell
-5,625
Closed -$203K – 1427
2019
Q1 		$203K Sell
5,625
-9,411
-63% -$354K ﹤0.01% 1372
2018
Q4 		$555K Sell
15,036
-20,981
-58% -$837K ﹤0.01% 925
2018
Q3 		$1.73M Sell
36,017
-359
-1% -$17.9K 0.01% 659
2018
Q2 		$1.78M Buy
36,376
+19,314
+113% +$1.02M 0.01% 629
2018
Q1 		$897K Buy
17,062
+1,754
+11% +$97.3K 0.01% 673
2017
Q4 		$804K Sell
15,308
-418
-3% -$20K 0.01% 720
2017
Q3 		$711K Sell
15,726
-5,120
-25% -$227K 0.01% 719
2017
Q2 		$966K Sell
20,846
-3,863
-16% -$173K 0.01% 632
2017
Q1 		$1.14M Buy
24,709
+4,176
+20% +$180K 0.01% 597
2016
Q4 		$844K Sell
20,533
-1,078
-5% -$41.9K 0.01% 646
2016
Q3 		$786K Buy
21,611
+10,181
+89% +$356K 0.01% 649
2016
Q2 		$340K Sell
11,430
-1,654
-13% -$57.3K ﹤0.01% 927
2016
Q1 		$508K Buy
13,084
+7,245
+124% +$260K ﹤0.01% 751
2015
Q4 		$263K Buy
+5,839
New +$267K ﹤0.01% 918

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
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return