Lomas Capital Management’s Lazard LAZ Stock Holding History

Lomas Capital Management’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 Q3	–	Sell	-409,942	Closed	-$14.1M	–	33
2019 Q2	$14.1M	Buy	409,942 +133,599	+48%	+$4.79M	1.52%	21
2019 Q1	$9.99M	Buy	+276,343	New	+$10.4M	1.07%	29
2018 Q4	–	Sell	-127,000	Closed	-$6.11M	–	37
2018 Q3	$6.11M	Buy	+127,000	New	+$6.31M	0.87%	28
2018 Q1	–	Sell	-187,798	Closed	-$9.86M	–	32
2017 Q4	$9.86M	Buy	+187,798	New	+$9M	1.99%	19
2015 Q2	–	Sell	-55,000	Closed	-$2.89M	–	48
2015 Q1	$2.89M	Sell	55,000 -58,524	-52%	-$2.88M	0.51%	42
2014 Q4	$5.68M	Sell	113,524 -42,476	-27%	-$2.11M	1%	35
2014 Q3	$7.91M	Buy	+156,000	New	+$8.18M	1.53%	32

Other funds holding LAZ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lomas Capital Management's LAZ Position: Q3 2019 in Review

Lomas Capital Management sold out of Lazard (LAZ) in Q3 2019, closing a stake of 409,942 shares — an estimated $14.1M sold.

Lomas Capital Management first reported a position in LAZ in Q3 2014 and held it in 7 quarters. The position peaked at $14.1M in Q2 2019. 241 funds tracked by Wall St. Rank hold LAZ as of Q3 2019.

Lomas Capital Management reported no remaining Lazard position as of Q3 2019 after selling out during the quarter.
Lomas Capital Management sold 409,942 Lazard shares in Q3 2019, an estimated $14.1M.
Lomas Capital Management first reported a position in Lazard in Q3 2014 and held it in 7 quarters.
Lomas Capital Management's Lazard position peaked at $14.1M in Q2 2019.
241 funds tracked by Wall St. Rank held Lazard as of Q3 2019.

Based on Lomas Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.