MCM
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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 $2.3T AUM 54.33% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

McKinley Capital Management's LAZ Position: Q3 2019 in Review

McKinley Capital Management sold out of Lazard (LAZ) in Q3 2019, closing a stake of 21,658 shares — an estimated $745K sold.

McKinley Capital Management first reported a position in LAZ in Q3 2017 and held it in 8 quarters. The position peaked at $1.15M in Q1 2018. 241 funds tracked by Wall St. Rank hold LAZ as of Q3 2019.

  • McKinley Capital Management reported no remaining Lazard position as of Q3 2019 after selling out during the quarter.
  • McKinley Capital Management sold 21,658 Lazard shares in Q3 2019, an estimated $745K.
  • McKinley Capital Management first reported a position in Lazard in Q3 2017 and held it in 8 quarters.
  • McKinley Capital Management's Lazard position peaked at $1.15M in Q1 2018.
  • 241 funds tracked by Wall St. Rank held Lazard as of Q3 2019.

Based on McKinley Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.