SSWM
LAZ icon

Sheets Smith Wealth Management’s Lazard LAZ Stock Holding History

Sheets Smith Wealth 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
-14,600
Closed -$539K – 322
2018
Q4 		$539K Sell
14,600
-48,475
-77% -$1.93M 0.15% 151
2018
Q3 		$3.04M Buy
63,075
+200
+0.3% +$9.94K 0.63% 39
2018
Q2 		$3.08M Sell
62,875
-600
-0.9% -$31.8K 0.72% 36
2018
Q1 		$3.34M Buy
63,475
+1,200
+2% +$66.6K 0.8% 31
2017
Q4 		$3.27M Buy
62,275
+24,275
+64% +$1.16M 0.77% 32
2017
Q3 		$1.72M Hold
38,000
– – 0.43% 65
2017
Q2 		$1.76M Buy
38,000
+9,000
+31% +$404K 0.47% 67
2017
Q1 		$1.33M Buy
+29,000
New +$1.25M 0.35% 84
2014
Q4 		– Sell
-18,268
Closed -$926K – 265
2014
Q3 		$926K Buy
18,268
+1,020
+6% +$53.5K 0.25% 123
2014
Q2 		$889K Buy
+17,248
New +$850K 0.24% 130

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 $865B AUM 30.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return