Mogy Joel R Investment Counsel’s Lazard LAZ Stock Holding History

Mogy Joel R Investment Counsel’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 Q2	–	Sell	-18,070	Closed	-$653K	–	113
2019 Q1	$653K	Hold	18,070	–	–	0.09%	84
2018 Q4	$667K	Hold	18,070	–	–	0.1%	83
2018 Q3	$870K	Hold	18,070	–	–	0.12%	80
2018 Q2	$884K	Hold	18,070	–	–	0.13%	76
2018 Q1	$950K	Hold	18,070	–	–	0.15%	76
2017 Q4	$949K	Hold	18,070	–	–	0.15%	77
2017 Q3	$817K	Hold	18,070	–	–	0.14%	83
2017 Q2	$837K	Buy	+18,070	New	+$810K	0.14%	79

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mogy Joel R Investment Counsel's LAZ Position: Q2 2019 in Review

Mogy Joel R Investment Counsel sold out of Lazard (LAZ) in Q2 2019, closing a stake of 18,070 shares — an estimated $653K sold.

Mogy Joel R Investment Counsel first reported a position in LAZ in Q2 2017 and held it in 8 quarters. The position peaked at $950K in Q1 2018. 253 funds tracked by Wall St. Rank hold LAZ as of Q2 2019.

Mogy Joel R Investment Counsel reported no remaining Lazard position as of Q2 2019 after selling out during the quarter.
Mogy Joel R Investment Counsel sold 18,070 Lazard shares in Q2 2019, an estimated $653K.
Mogy Joel R Investment Counsel first reported a position in Lazard in Q2 2017 and held it in 8 quarters.
Mogy Joel R Investment Counsel's Lazard position peaked at $950K in Q1 2018.
253 funds tracked by Wall St. Rank held Lazard as of Q2 2019.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2019, filed 8 Aug 2019.