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Kelly Financial Services’s Lazard LAZ Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-31
Closed -$896 – 602
2020
Q2 		$896 Hold
31
– – ﹤0.01% 510
2020
Q1 		$725 Buy
31
+1
+3% +$37 ﹤0.01% 487
2019
Q4 		$1.21K Hold
30
– – ﹤0.01% 465
2019
Q3 		$1.05K Buy
+30
New +$1.06K ﹤0.01% 453

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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

Kelly Financial Services's LAZ Position: Q3 2020 in Review

Kelly Financial Services sold out of Lazard (LAZ) in Q3 2020, closing a stake of 31 shares — an estimated $896 sold.

Kelly Financial Services first reported a position in LAZ in Q3 2019 and held it in 4 quarters. The position peaked at $1.21K in Q4 2019. 213 funds tracked by Wall St. Rank hold LAZ as of Q3 2020.

  • Kelly Financial Services reported no remaining Lazard position as of Q3 2020 after selling out during the quarter.
  • Kelly Financial Services sold 31 Lazard shares in Q3 2020, an estimated $896.
  • Kelly Financial Services first reported a position in Lazard in Q3 2019 and held it in 4 quarters.
  • Kelly Financial Services's Lazard position peaked at $1.21K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Lazard as of Q3 2020.

Based on Kelly Financial Services's 13F filing for Q3 2020, filed 17 Jul 2024.