Laurie J. Hall Trustee’s Lazard LAZ Stock Holding History

Laurie J. Hall Trustee’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	$12K	Buy	300 +40	+15%	+$1.51K	0.01%	266
2019 Q3	$9K	Hold	260	–	–	﹤0.01%	262
2019 Q2	$9K	Hold	260	–	–	﹤0.01%	271
2019 Q1	$9K	Hold	260	–	–	﹤0.01%	275
2018 Q4	$10K	Sell	260 -40	-13%	-$1.6K	0.01%	269
2018 Q3	$14K	Hold	300	–	–	0.01%	275
2018 Q2	$15K	Hold	300	–	–	0.01%	265
2018 Q1	$16K	Hold	300	–	–	0.01%	259
2017 Q4	$16K	Sell	300 -150	-33%	-$7.19K	0.01%	266
2017 Q3	$20.3K	Hold	450	–	–	0.01%	204
2017 Q2	$20.8K	Hold	450	–	–	0.01%	200
2017 Q1	$20K	Hold	450	–	–	0.01%	207
2016 Q4	$18K	Buy	+450	New	+$17.5K	0.01%	208
2016 Q2	$8K	Buy	250 +130	+108%	+$4.51K	0.01%	250
2016 Q1	$4K	Buy	+120	New	+$4.31K	﹤0.01%	250

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Laurie J. Hall Trustee's LAZ Position: Q4 2019 in Review

Laurie J. Hall Trustee increased its Lazard (LAZ) stake by 15% in Q4 2019, buying an estimated $1.51K and bringing the position to 300 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #266.

Laurie J. Hall Trustee first reported a position in LAZ in Q1 2016 and has held it in 15 quarters since. The position peaked at $20.8K in Q2 2017. 245 funds tracked by Wall St. Rank hold LAZ as of Q4 2019.

Laurie J. Hall Trustee held 300 shares of Lazard worth $12K as of Q4 2019.
Laurie J. Hall Trustee bought 40 Lazard shares in Q4 2019, an estimated $1.51K.
Lazard made up 0.01% of Laurie J. Hall Trustee's portfolio in Q4 2019, its #266 holding.
Laurie J. Hall Trustee first reported a position in Lazard in Q1 2016 and has held it in 15 quarters since.
Laurie J. Hall Trustee's Lazard position peaked at $20.8K in Q2 2017.
245 funds tracked by Wall St. Rank held Lazard as of Q4 2019.

Based on Laurie J. Hall Trustee's 13F filing for Q4 2019, filed 12 Feb 2020.