MPM
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Meritage Portfolio Management’s Lazard LAZ Stock Holding History

Meritage Portfolio 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
2020
Q4 		– Sell
-34,810
Closed -$1.15M – 263
2020
Q3 		$1.15M Buy
+34,810
New +$1.07M 0.1% 174
2020
Q1 		– Sell
-106,843
Closed -$4.27M – 219
2019
Q4 		$4.27M Sell
106,843
-1,234
-1% -$46.6K 0.38% 83
2019
Q3 		$3.78M Sell
108,077
-6,285
-5% -$223K 0.36% 83
2019
Q2 		$3.93M Sell
114,362
-2,755
-2% -$98.7K 0.4% 95
2019
Q1 		$4.23M Buy
117,117
+36,701
+46% +$1.38M 0.43% 97
2018
Q4 		$2.97M Sell
80,416
-6,357
-7% -$254K 0.34% 119
2018
Q3 		$4.18M Buy
86,773
+25,475
+42% +$1.27M 0.38% 122
2018
Q2 		$3M Sell
61,298
-3,495
-5% -$185K 0.29% 145
2018
Q1 		$3.41M Sell
64,793
-810
-1% -$44.9K 0.33% 127
2017
Q4 		$3.44M Sell
65,603
-1,220
-2% -$58.5K 0.33% 131
2017
Q3 		$3.02M Sell
66,823
-1,670
-2% -$74K 0.3% 138
2017
Q2 		$3.17M Sell
68,493
-1,157
-2% -$51.9K 0.33% 140
2017
Q1 		$3.2M Sell
69,650
-5,525
-7% -$238K 0.34% 130
2016
Q4 		$3.09M Buy
+75,175
New +$2.92M 0.34% 132

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
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
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meritage Portfolio Management's LAZ Position: Q4 2020 in Review

Meritage Portfolio Management sold out of Lazard (LAZ) in Q4 2020, closing a stake of 34,810 shares — an estimated $1.15M sold.

Meritage Portfolio Management first reported a position in LAZ in Q4 2016 and held it in 14 quarters. The position peaked at $4.27M in Q4 2019. 239 funds tracked by Wall St. Rank hold LAZ as of Q4 2020.

  • Meritage Portfolio Management reported no remaining Lazard position as of Q4 2020 after selling out during the quarter.
  • Meritage Portfolio Management sold 34,810 Lazard shares in Q4 2020, an estimated $1.15M.
  • Meritage Portfolio Management first reported a position in Lazard in Q4 2016 and held it in 14 quarters.
  • Meritage Portfolio Management's Lazard position peaked at $4.27M in Q4 2019.
  • 239 funds tracked by Wall St. Rank held Lazard as of Q4 2020.

Based on Meritage Portfolio Management's 13F filing for Q4 2020, filed 3 Feb 2021.