PCM
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Palisade Capital Management’s Lazard LAZ Stock Holding History

Palisade Capital 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
2019
Q1 		– Sell
-64,558
Closed -$2.38M – 446
2018
Q4 		$2.38M Sell
64,558
-21,029
-25% -$839K 0.09% 258
2018
Q3 		$4.12M Sell
85,587
-2,453
-3% -$122K 0.11% 208
2018
Q2 		$4.31M Sell
88,040
-1,296
-1% -$68.6K 0.12% 201
2018
Q1 		$4.7M Sell
89,336
-917
-1% -$50.9K 0.16% 184
2017
Q4 		$4.74M Sell
90,253
-873
-1% -$41.8K 0.16% 185
2017
Q3 		$4.12M Sell
91,126
-1,254
-1% -$55.6K 0.15% 186
2017
Q2 		$4.28M Sell
92,380
-4,111
-4% -$184K 0.16% 181
2017
Q1 		$4.44M Buy
96,491
+1,520
+2% +$65.5K 0.17% 163
2016
Q4 		$3.9M Sell
94,971
-32,397
-25% -$1.26M 0.15% 181
2016
Q3 		$4.63M Sell
127,368
-3,286
-3% -$115K 0.16% 171
2016
Q2 		$3.89M Sell
130,654
-145,788
-53% -$5.05M 0.14% 211
2016
Q1 		$10.7M Sell
276,442
-36,335
-12% -$1.3M 0.35% 89
2015
Q4 		$14.1M Sell
312,777
-91,688
-23% -$4.2M 0.46% 55
2015
Q3 		$17.5M Buy
404,465
+44,160
+12% +$2.28M 0.52% 40
2015
Q2 		$20.3M Buy
360,305
+54,528
+18% +$3.03M 0.52% 43
2015
Q1 		$16.1M Sell
305,777
-40,392
-12% -$1.99M 0.4% 69
2014
Q4 		$17.3M Buy
346,169
+411
+0.1% +$20.4K 0.42% 73
2014
Q3 		$17.5M Buy
345,758
+43,790
+15% +$2.29M 0.44% 57
2014
Q2 		$15.6M Sell
301,968
-19,944
-6% -$983K 0.38% 91
2014
Q1 		$15.2M Buy
321,912
+48,037
+18% +$2.16M 0.37% 105
2013
Q4 		$12.4M Sell
273,875
-10,366
-4% -$420K 0.32% 121
2013
Q3 		$10.2M Sell
284,241
-5,027
-2% -$178K 0.28% 137
2013
Q2 		$9.3M Buy
+289,268
New +$9.67M 0.27% 154

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Palisade Capital Management's LAZ Position: Q1 2019 in Review

Palisade Capital Management sold out of Lazard (LAZ) in Q1 2019, closing a stake of 64,558 shares — an estimated $2.38M sold.

Palisade Capital Management first reported a position in LAZ in Q2 2013 and held it in 23 quarters. The position peaked at $20.3M in Q2 2015. 266 funds tracked by Wall St. Rank hold LAZ as of Q1 2019.

  • Palisade Capital Management reported no remaining Lazard position as of Q1 2019 after selling out during the quarter.
  • Palisade Capital Management sold 64,558 Lazard shares in Q1 2019, an estimated $2.38M.
  • Palisade Capital Management first reported a position in Lazard in Q2 2013 and held it in 23 quarters.
  • Palisade Capital Management's Lazard position peaked at $20.3M in Q2 2015.
  • 266 funds tracked by Wall St. Rank held Lazard as of Q1 2019.

Based on Palisade Capital Management's 13F filing for Q1 2019, filed 13 May 2019.