LA
LAZ icon

Lucus Advisors’s Lazard LAZ Stock Holding History

Lucus 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
2018
Q1 		$209K Buy
+3,981
New +$221K 0.36% 157
2017
Q4 		– Sell
-7,741
Closed -$350K – 224
2017
Q3 		$350K Buy
7,741
+71
+0.9% +$3.15K 0.49% 53
2017
Q2 		$355K Buy
+7,670
New +$344K 0.48% 150
2016
Q4 		– Sell
-11,126
Closed -$405K – 107
2016
Q3 		$405K Buy
+11,126
New +$389K 0.35% 14
2016
Q2 		– Sell
-13,212
Closed -$513K – 279
2016
Q1 		$513K Buy
+13,212
New +$474K 0.3% 223

Other funds holding LAZ

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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lucus Advisors's LAZ Position: Q1 2018 in Review

Lucus Advisors opened a new position in Lazard (LAZ) in Q1 2018: 3,981 shares worth $209K. The stake represents 0.36% of the portfolio and ranks #157 among its holdings. This is a return to the name: Lucus Advisors previously reported a position in LAZ as recently as Q3 2017.

Lucus Advisors first reported a position in LAZ in Q1 2016 and has held it in 5 quarters since. The position peaked at $513K in Q1 2016. 336 funds tracked by Wall St. Rank hold LAZ as of Q1 2018.

  • Lucus Advisors held 3,981 shares of Lazard worth $209K as of Q1 2018.
  • Lazard was a new Lucus Advisors position in Q1 2018.
  • Lazard made up 0.36% of Lucus Advisors's portfolio in Q1 2018, its #157 holding.
  • Lucus Advisors first reported a position in Lazard in Q1 2016 and has held it in 5 quarters since.
  • Lucus Advisors's Lazard position peaked at $513K in Q1 2016.
  • 336 funds tracked by Wall St. Rank held Lazard as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.