Lazard Asset Management
ETFC

Lazard Asset Management’s E*Trade Financial Corporation ETFC Stock Holding History

Lazard Asset Management’s Portfolio ETFC Stock Details ETFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-501
Closed -$24K – 1808
2020
Q2 		$24K Sell
501
-99,367
-99% -$4.28M ﹤0.01% 1414
2020
Q1 		$3.43M Sell
99,868
-3,312,094
-97% -$140M 0.01% 596
2019
Q4 		$155M Buy
3,411,962
+10,084
+0.3% +$431K 0.22% 97
2019
Q3 		$149M Buy
3,401,878
+3,032,683
+821% +$134M 0.24% 97
2019
Q2 		$16.5M Buy
369,195
+347,539
+1,605% +$16.6M 0.03% 368
2019
Q1 		$1M Sell
21,656
-17,769
-45% -$846K ﹤0.01% 844
2018
Q4 		$1.73M Buy
+39,425
New +$1.93M ﹤0.01% 659
2015
Q3 		– Sell
-376,951
Closed -$11.3M – 1186
2015
Q2 		$11.3M Hold
376,951
– – 0.02% 360
2015
Q1 		$10.8M Sell
376,951
-38,555
-9% -$983K 0.02% 363
2014
Q4 		$10.1M Buy
+415,506
New +$9.31M 0.02% 399
2014
Q3 		– Sell
-9,574
Closed -$203K – 1113
2014
Q2 		$203K Hold
9,574
– – ﹤0.01% 859
2014
Q1 		$220K Buy
+9,574
New +$210K ﹤0.01% 807

Other funds holding ETFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Lazard Asset Management's ETFC Position: Q3 2020 in Review

Lazard Asset Management sold out of E*Trade Financial Corporation (ETFC) in Q3 2020, closing a stake of 501 shares — an estimated $24K sold.

Lazard Asset Management first reported a position in ETFC in Q1 2014 and held it in 12 quarters. The position peaked at $155M in Q4 2019. 414 funds tracked by Wall St. Rank hold ETFC as of Q3 2020.

  • Lazard Asset Management reported no remaining E*Trade Financial Corporation position as of Q3 2020 after selling out during the quarter.
  • Lazard Asset Management sold 501 E*Trade Financial Corporation shares in Q3 2020, an estimated $24K.
  • Lazard Asset Management first reported a position in E*Trade Financial Corporation in Q1 2014 and held it in 12 quarters.
  • Lazard Asset Management's E*Trade Financial Corporation position peaked at $155M in Q4 2019.
  • 414 funds tracked by Wall St. Rank held E*Trade Financial Corporation as of Q3 2020.

Based on Lazard Asset Management's 13F filing for Q3 2020, filed 13 Nov 2020.