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Ladenburg Thalmann Financial Services’s Lazard LAZ Stock Holding History

Ladenburg Thalmann 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
2019
Q4 		$585K Sell
14,727
-1,746
-11% -$66K ﹤0.01% 1678
2019
Q3 		$576K Sell
16,473
-1,532
-9% -$54.2K ﹤0.01% 1648
2019
Q2 		$618K Sell
18,005
-1,911
-10% -$68.5K ﹤0.01% 1577
2019
Q1 		$723K Sell
19,916
-1,218
-6% -$45.8K 0.01% 1410
2018
Q4 		$783K Sell
21,134
-1,150
-5% -$45.9K 0.01% 1207
2018
Q3 		$1.07M Buy
22,284
+4,559
+26% +$227K 0.01% 1078
2018
Q2 		$932K Hold
17,725
– – 0.01% 1110
2018
Q1 		$932K Buy
17,725
+3,204
+22% +$178K 0.01% 1110
2017
Q4 		$761K Buy
14,521
+1,787
+14% +$85.6K 0.01% 1250
2017
Q3 		$575K Buy
12,734
+22
+0.2% +$975 0.01% 1367
2017
Q2 		$589K Buy
12,712
+4,101
+48% +$184K 0.01% 1280
2017
Q1 		$397K Sell
8,611
-1,160
-12% -$50K 0.01% 1450
2016
Q4 		$402K Sell
9,771
-272
-3% -$10.6K 0.01% 1396
2016
Q3 		$364K Buy
10,043
+2,498
+33% +$87.3K 0.01% 1367
2016
Q2 		$225K Buy
7,545
+1,371
+22% +$47.5K ﹤0.01% 1605
2016
Q1 		$240K Buy
6,174
+604
+11% +$21.7K ﹤0.01% 1489
2015
Q4 		$251K Sell
5,570
-520
-9% -$23.8K ﹤0.01% 1429
2015
Q3 		$263K Sell
6,090
-1,624
-21% -$83.7K 0.01% 1301
2015
Q2 		$434K Buy
7,714
+235
+3% +$13.1K 0.01% 1119
2015
Q1 		$394K Buy
7,479
+917
+14% +$45.2K 0.01% 1165
2014
Q4 		$328K Buy
6,562
+5,426
+478% +$269K 0.01% 1136
2014
Q3 		$58K Sell
1,136
-56
-5% -$2.94K ﹤0.01% 1937
2014
Q2 		$61K Buy
1,192
+46
+4% +$2.27K ﹤0.01% 1919
2014
Q1 		$54K Sell
1,146
-144
-11% -$6.48K ﹤0.01% 1907
2013
Q4 		$58K Sell
1,290
-429
-25% -$17.4K ﹤0.01% 1814
2013
Q3 		$62K Sell
1,719
-8
-0.5% -$284 ﹤0.01% 1675
2013
Q2 		$56K Buy
+1,727
New +$57.7K ﹤0.01% 1664

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ladenburg Thalmann Financial Services's LAZ Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Lazard (LAZ) stake by 11% in Q4 2019, selling an estimated $66K and leaving 14,727 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Ladenburg Thalmann Financial Services first reported a position in LAZ in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.07M in Q3 2018. 245 funds tracked by Wall St. Rank hold LAZ as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 14,727 shares of Lazard worth $585K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 1,746 Lazard shares in Q4 2019, an estimated $66K.
  • Lazard made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1678 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Lazard in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Lazard position peaked at $1.07M in Q3 2018.
  • 245 funds tracked by Wall St. Rank held Lazard as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.