OWD
LAZ icon

Osborn Williams & Donohoe’s Lazard LAZ Stock Holding History

Osborn Williams & Donohoe’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
Q4 		– Sell
-16,907
Closed -$592K – 309
2019
Q3 		$592K Sell
16,907
-989
-6% -$35K 0.06% 209
2019
Q2 		$615K Sell
17,896
-2,197
-11% -$78.7K 0.06% 206
2019
Q1 		$760K Sell
20,093
-994
-5% -$37.4K 0.08% 199
2018
Q4 		$778K Sell
21,087
-1,291
-6% -$51.5K 0.14% 129
2018
Q3 		$1.08M Buy
22,378
+7
+0% +$348 0.17% 115
2018
Q2 		$1.09M Buy
22,371
+3
+0% +$159 0.19% 112
2018
Q1 		$1.18M Buy
22,368
+23
+0.1% +$1.28K 0.2% 106
2017
Q4 		$1.17M Sell
22,345
-596
-3% -$28.6K 0.2% 103
2017
Q3 		$1.04M Sell
22,941
-443
-2% -$19.6K 0.19% 104
2017
Q2 		$1.08M Buy
23,384
+7
+0% +$314 0.2% 105
2017
Q1 		$1.07M Buy
23,377
+6
+0% +$259 0.19% 105
2016
Q4 		$960K Sell
23,371
-3,093
-12% -$120K 0.18% 108
2016
Q3 		$962K Buy
26,464
+208
+0.8% +$7.27K 0.18% 107
2016
Q2 		$782K Buy
26,256
+3,456
+15% +$120K 0.15% 117
2016
Q1 		$885K Buy
22,800
+2,186
+11% +$78.5K 0.18% 110
2015
Q4 		$928K Buy
20,614
+5
+0% +$229 0.19% 106
2015
Q3 		$945K Buy
20,609
+3
+0% +$155 0.2% 100
2015
Q2 		$1.17M Buy
20,606
+3
+0% +$167 0.23% 97
2015
Q1 		$1.08M Buy
20,603
+4,003
+24% +$197K 0.21% 103
2014
Q4 		$830K Buy
+16,600
New +$823K 0.16% 116

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Osborn Williams & Donohoe's LAZ Position: Q4 2019 in Review

Osborn Williams & Donohoe sold out of Lazard (LAZ) in Q4 2019, closing a stake of 16,907 shares — an estimated $592K sold.

Osborn Williams & Donohoe first reported a position in LAZ in Q4 2014 and held it in 20 quarters. The position peaked at $1.18M in Q1 2018. 245 funds tracked by Wall St. Rank hold LAZ as of Q4 2019.

  • Osborn Williams & Donohoe reported no remaining Lazard position as of Q4 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 16,907 Lazard shares in Q4 2019, an estimated $592K.
  • Osborn Williams & Donohoe first reported a position in Lazard in Q4 2014 and held it in 20 quarters.
  • Osborn Williams & Donohoe's Lazard position peaked at $1.18M in Q1 2018.
  • 245 funds tracked by Wall St. Rank held Lazard as of Q4 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q4 2019, filed 2 Mar 2020.