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LAZ icon

Navellier & Associates’s Lazard LAZ Stock Holding History

Navellier & Associates’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
-42,634
Closed -$2.05M – 275
2018
Q3 		$2.05M Sell
42,634
-315
-0.7% -$15.7K 0.27% 107
2018
Q2 		$2.1M Sell
42,949
-117
-0.3% -$6.19K 0.29% 103
2018
Q1 		$2.26M Buy
43,066
+2,557
+6% +$142K 0.34% 95
2017
Q4 		$2.13M Sell
40,509
-8,062
-17% -$386K 0.4% 85
2017
Q3 		$2.2M Sell
48,571
-7,680
-14% -$341K 0.43% 67
2017
Q2 		$2.61M Buy
56,251
+8,652
+18% +$388K 0.39% 83
2017
Q1 		$2.19M Buy
47,599
+5,661
+13% +$244K 0.32% 98
2016
Q4 		$1.72M Buy
+41,938
New +$1.63M 0.28% 105
2015
Q4 		– Sell
-12,497
Closed -$541K – 270
2015
Q3 		$541K Sell
12,497
-702
-5% -$36.2K 0.05% 148
2015
Q2 		$742K Buy
13,199
+218
+2% +$12.1K 0.07% 146
2015
Q1 		$683K Sell
12,981
-12,063
-48% -$594K 0.06% 154
2014
Q4 		$1.25M Sell
25,044
-8,191
-25% -$406K 0.06% 90
2014
Q3 		$1.69M Buy
33,235
+15,673
+89% +$821K 0.08% 63
2014
Q2 		$905K Buy
+17,562
New +$865K 0.04% 117

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

Navellier & Associates's LAZ Position: Q4 2018 in Review

Navellier & Associates sold out of Lazard (LAZ) in Q4 2018, closing a stake of 42,634 shares — an estimated $2.05M sold.

Navellier & Associates first reported a position in LAZ in Q2 2014 and held it in 14 quarters. The position peaked at $2.61M in Q2 2017. 273 funds tracked by Wall St. Rank hold LAZ as of Q4 2018.

  • Navellier & Associates reported no remaining Lazard position as of Q4 2018 after selling out during the quarter.
  • Navellier & Associates sold 42,634 Lazard shares in Q4 2018, an estimated $2.05M.
  • Navellier & Associates first reported a position in Lazard in Q2 2014 and held it in 14 quarters.
  • Navellier & Associates's Lazard position peaked at $2.61M in Q2 2017.
  • 273 funds tracked by Wall St. Rank held Lazard as of Q4 2018.

Based on Navellier & Associates's 13F filing for Q4 2018, filed 15 Jan 2019.