Luther King Capital Management (LKCM)
LAZ icon

Luther King Capital Management (LKCM)’s Lazard LAZ Stock Holding History

Luther King Capital Management (LKCM)’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
Q3 		– Sell
-13,050
Closed -$638K – 531
2018
Q2 		$638K Sell
13,050
-840
-6% -$44.5K 0.01% 394
2018
Q1 		$730K Sell
13,890
-2,455
-15% -$136K 0.01% 384
2017
Q4 		$858K Sell
16,345
-10,750
-40% -$515K 0.01% 371
2017
Q3 		$1.23M Sell
27,095
-650
-2% -$28.8K 0.01% 338
2017
Q2 		$1.28M Sell
27,745
-2,132
-7% -$95.6K 0.01% 324
2017
Q1 		$1.37M Buy
+29,877
New +$1.29M 0.01% 321
2014
Q4 		– Sell
-4,028
Closed -$204K – 571
2014
Q3 		$204K Sell
4,028
-197
-5% -$10.3K ﹤0.01% 537
2014
Q2 		$218K Sell
4,225
-820
-16% -$40.4K ﹤0.01% 522
2014
Q1 		$238K Sell
5,045
-1,817
-26% -$81.8K ﹤0.01% 499
2013
Q4 		$311K Sell
6,862
-395
-5% -$16K ﹤0.01% 471
2013
Q3 		$261K Sell
7,257
-313
-4% -$11.1K ﹤0.01% 628
2013
Q2 		$243K Buy
+7,570
New +$253K ﹤0.01% 633

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Luther King Capital Management (LKCM)'s LAZ Position: Q3 2018 in Review

Luther King Capital Management (LKCM) sold out of Lazard (LAZ) in Q3 2018, closing a stake of 13,050 shares — an estimated $638K sold.

Luther King Capital Management (LKCM) first reported a position in LAZ in Q2 2013 and held it in 12 quarters. The position peaked at $1.37M in Q1 2017. 325 funds tracked by Wall St. Rank hold LAZ as of Q3 2018.

  • Luther King Capital Management (LKCM) reported no remaining Lazard position as of Q3 2018 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 13,050 Lazard shares in Q3 2018, an estimated $638K.
  • Luther King Capital Management (LKCM) first reported a position in Lazard in Q2 2013 and held it in 12 quarters.
  • Luther King Capital Management (LKCM)'s Lazard position peaked at $1.37M in Q1 2017.
  • 325 funds tracked by Wall St. Rank held Lazard as of Q3 2018.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2018, filed 13 Nov 2018.