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Middleton & Co’s Lazard LAZ Stock Holding History

Middleton & Co’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
-18,155
Closed -$874K – 145
2018
Q3 		$874K Hold
18,155
– – 0.14% 103
2018
Q2 		$888K Sell
18,155
-75
-0.4% -$3.97K 0.15% 103
2018
Q1 		$958K Hold
18,230
– – 0.17% 100
2017
Q4 		$957K Sell
18,230
-75
-0.4% -$3.59K 0.16% 107
2017
Q3 		$828K Buy
+18,305
New +$812K 0.15% 112

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

Middleton & Co's LAZ Position: Q4 2018 in Review

Middleton & Co sold out of Lazard (LAZ) in Q4 2018, closing a stake of 18,155 shares — an estimated $874K sold.

Middleton & Co first reported a position in LAZ in Q3 2017 and held it in 5 quarters. The position peaked at $958K in Q1 2018. 273 funds tracked by Wall St. Rank hold LAZ as of Q4 2018.

  • Middleton & Co reported no remaining Lazard position as of Q4 2018 after selling out during the quarter.
  • Middleton & Co sold 18,155 Lazard shares in Q4 2018, an estimated $874K.
  • Middleton & Co first reported a position in Lazard in Q3 2017 and held it in 5 quarters.
  • Middleton & Co's Lazard position peaked at $958K in Q1 2018.
  • 273 funds tracked by Wall St. Rank held Lazard as of Q4 2018.

Based on Middleton & Co's 13F filing for Q4 2018, filed 1 Feb 2019.