Private Capital Group’s Lazard LAZ Stock Holding History

Private Capital Group’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 Q3	–	Sell	-46	Closed	-$2K	–	2370
2019 Q2	$2K	Buy	+46	New	+$1.65K	﹤0.01%	1907
2019 Q1	–	Sell	-349	Closed	-$13K	–	2269
2018 Q4	$13K	Buy	349 +3	+0.9%	+$120	﹤0.01%	1278
2018 Q3	$16K	Buy	346 +300	+652%	+$14.9K	﹤0.01%	1248
2018 Q2	$2K	Hold	46	–	–	﹤0.01%	1900
2018 Q1	$2K	Buy	46 +7	+18%	+$388	﹤0.01%	1849
2017 Q4	$2K	Buy	+39	New	+$1.87K	﹤0.01%	1835

Other funds holding LAZ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 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 $1.81T AUM 41.13% 1-Year Est. Return

RAM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Capital Group's LAZ Position: Q3 2019 in Review

Private Capital Group sold out of Lazard (LAZ) in Q3 2019, closing a stake of 46 shares — an estimated $2K sold.

Private Capital Group first reported a position in LAZ in Q4 2017 and held it in 6 quarters. The position peaked at $16K in Q3 2018. 241 funds tracked by Wall St. Rank hold LAZ as of Q3 2019.

Private Capital Group reported no remaining Lazard position as of Q3 2019 after selling out during the quarter.
Private Capital Group sold 46 Lazard shares in Q3 2019, an estimated $2K.
Private Capital Group first reported a position in Lazard in Q4 2017 and held it in 6 quarters.
Private Capital Group's Lazard position peaked at $16K in Q3 2018.
241 funds tracked by Wall St. Rank held Lazard as of Q3 2019.

Based on Private Capital Group's 13F filing for Q3 2019, filed 13 Nov 2019.