Loring Wolcott & Coolidge Fiduciary Advisors’s Lazard LAZ Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021 Q1	–	Sell	-650	Closed	-$27K	–	522
2020 Q4	$27K	Hold	650	–	–	﹤0.01%	484
2020 Q3	$21K	Hold	650	–	–	﹤0.01%	463
2020 Q2	$19K	Hold	650	–	–	﹤0.01%	453
2020 Q1	$15K	Hold	650	–	–	﹤0.01%	500
2019 Q4	$26K	Buy	+650	New	+$24.6K	﹤0.01%	506

Other funds holding LAZ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 $16.5B AUM 24.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's LAZ Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Lazard (LAZ) in Q1 2021, closing a stake of 650 shares — an estimated $27K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LAZ in Q4 2019 and held it in 5 quarters. The position peaked at $27K in Q4 2020. 261 funds tracked by Wall St. Rank hold LAZ as of Q1 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Lazard position as of Q1 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 650 Lazard shares in Q1 2021, an estimated $27K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Lazard in Q4 2019 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Lazard position peaked at $27K in Q4 2020.
261 funds tracked by Wall St. Rank held Lazard as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.