MCM
LAZ icon

McKinley Capital Management’s Lazard LAZ Stock Holding History

McKinley 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
-21,658
Closed -$745K – 196
2019
Q2 		$745K Sell
21,658
-7,269
-25% -$261K 0.05% 169
2019
Q1 		$1.04M Sell
28,927
-248
-0.9% -$9.32K 0.08% 131
2018
Q4 		$1.08M Buy
29,175
+5,909
+25% +$236K 0.09% 121
2018
Q3 		$1.12M Buy
23,266
+43
+0.2% +$2.14K 0.07% 130
2018
Q2 		$1.14M Buy
23,223
+1,266
+6% +$67K 0.07% 130
2018
Q1 		$1.15M Buy
21,957
+6,425
+41% +$356K 0.07% 125
2017
Q4 		$815K Sell
15,532
-577
-4% -$27.6K 0.04% 242
2017
Q3 		$728K Buy
+16,109
New +$714K 0.03% 255

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return