Massachusetts Financial Services
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Massachusetts Financial Services’s Lazard LAZ Stock Holding History

Massachusetts Financial Services’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
Q4 		– Sell
-27,468
Closed -$1.32M – 878
2018
Q3 		$1.32M Sell
27,468
-27,084
-50% -$1.35M ﹤0.01% 763
2018
Q2 		$2.67M Sell
54,552
-553
-1% -$29.3K ﹤0.01% 697
2018
Q1 		$2.9M Sell
55,105
-14,020
-20% -$778K ﹤0.01% 689
2017
Q4 		$3.63M Buy
69,125
+43,561
+170% +$2.09M ﹤0.01% 679
2017
Q3 		$1.16M Buy
25,564
+977
+4% +$43.3K ﹤0.01% 734
2017
Q2 		$1.14M Sell
24,587
-1,377
-5% -$61.8K ﹤0.01% 751
2017
Q1 		$1.19M Buy
+25,964
New +$1.12M ﹤0.01% 737

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Massachusetts Financial Services's LAZ Position: Q4 2018 in Review

Massachusetts Financial Services sold out of Lazard (LAZ) in Q4 2018, closing a stake of 27,468 shares — an estimated $1.32M sold.

Massachusetts Financial Services first reported a position in LAZ in Q1 2017 and held it in 7 quarters. The position peaked at $3.63M in Q4 2017. 273 funds tracked by Wall St. Rank hold LAZ as of Q4 2018.

  • Massachusetts Financial Services reported no remaining Lazard position as of Q4 2018 after selling out during the quarter.
  • Massachusetts Financial Services sold 27,468 Lazard shares in Q4 2018, an estimated $1.32M.
  • Massachusetts Financial Services first reported a position in Lazard in Q1 2017 and held it in 7 quarters.
  • Massachusetts Financial Services's Lazard position peaked at $3.63M in Q4 2017.
  • 273 funds tracked by Wall St. Rank held Lazard as of Q4 2018.

Based on Massachusetts Financial Services's 13F filing for Q4 2018, filed 8 Feb 2019.