Proficio Capital Partners’s Lazard LAZ Stock Holding History

Proficio Capital Partners’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	-27	Closed	-$1K	–	888
2019 Q2	$1K	Hold	27	–	–	﹤0.01%	1751
2019 Q1	$1K	Hold	27	–	–	﹤0.01%	1540
2018 Q4	$1K	Hold	27	–	–	﹤0.01%	1117
2018 Q3	$1K	Hold	27	–	–	﹤0.01%	1171
2018 Q2	$1K	Sell	27 -173	-87%	-$9.16K	﹤0.01%	1203
2018 Q1	$11K	Buy	200 +173	+641%	+$9.6K	﹤0.01%	787
2017 Q4	$1K	Hold	27	–	–	﹤0.01%	1195
2017 Q3	$1K	Sell	27 -265	-91%	-$11.8K	﹤0.01%	1186
2017 Q2	$13K	Hold	292	–	–	0.01%	733
2017 Q1	$13K	Buy	292 +265	+981%	+$11.4K	0.01%	743
2016 Q4	$1K	Hold	27	–	–	﹤0.01%	1026
2016 Q3	$1K	Hold	27	–	–	﹤0.01%	980
2016 Q2	$1K	Buy	27 +5	+23%	+$173	﹤0.01%	913
2016 Q1	$1K	Buy	+22	New	+$790	﹤0.01%	892

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

Proficio Capital Partners's LAZ Position: Q3 2019 in Review

Proficio Capital Partners sold out of Lazard (LAZ) in Q3 2019, closing a stake of 27 shares — an estimated $1K sold.

Proficio Capital Partners first reported a position in LAZ in Q1 2016 and held it in 14 quarters. The position peaked at $13K in Q2 2017. 241 funds tracked by Wall St. Rank hold LAZ as of Q3 2019.

Proficio Capital Partners reported no remaining Lazard position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 27 Lazard shares in Q3 2019, an estimated $1K.
Proficio Capital Partners first reported a position in Lazard in Q1 2016 and held it in 14 quarters.
Proficio Capital Partners's Lazard position peaked at $13K in Q2 2017.
241 funds tracked by Wall St. Rank held Lazard as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.