KFA
LAZ icon

Kelleher Financial Advisors’s Lazard LAZ Stock Holding History

Kelleher Financial 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
2021
Q1 		– Sell
-11,551
Closed -$489K – 120
2020
Q4 		$489K Buy
11,551
+57
+0.5% +$2.15K 0.37% 61
2020
Q3 		$380K Buy
11,494
+258
+2% +$7.95K 0.32% 64
2020
Q2 		$322K Buy
11,236
+559
+5% +$15.1K 0.31% 69
2020
Q1 		$252K Buy
10,677
+1
+0% +$37 0.3% 66
2019
Q4 		$427K Sell
10,676
-264
-2% -$9.97K 0.43% 57
2019
Q3 		$383K Buy
+10,940
New +$387K 0.47% 53

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 $2.3T AUM 54.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $17.6B AUM 34.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kelleher Financial Advisors's LAZ Position: Q1 2021 in Review

Kelleher Financial Advisors sold out of Lazard (LAZ) in Q1 2021, closing a stake of 11,551 shares — an estimated $489K sold.

Kelleher Financial Advisors first reported a position in LAZ in Q3 2019 and held it in 6 quarters. The position peaked at $489K in Q4 2020. 261 funds tracked by Wall St. Rank hold LAZ as of Q1 2021.

  • Kelleher Financial Advisors reported no remaining Lazard position as of Q1 2021 after selling out during the quarter.
  • Kelleher Financial Advisors sold 11,551 Lazard shares in Q1 2021, an estimated $489K.
  • Kelleher Financial Advisors first reported a position in Lazard in Q3 2019 and held it in 6 quarters.
  • Kelleher Financial Advisors's Lazard position peaked at $489K in Q4 2020.
  • 261 funds tracked by Wall St. Rank held Lazard as of Q1 2021.

Based on Kelleher Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.