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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sheets Smith Wealth Management's LAZ Position: Q1 2019 in Review

Sheets Smith Wealth Management sold out of Lazard (LAZ) in Q1 2019, closing a stake of 14,600 shares — an estimated $539K sold.

Sheets Smith Wealth Management first reported a position in LAZ in Q2 2014 and held it in 10 quarters. The position peaked at $3.34M in Q1 2018. 266 funds tracked by Wall St. Rank hold LAZ as of Q1 2019.

Sheets Smith Wealth Management reported no remaining Lazard position as of Q1 2019 after selling out during the quarter.
Sheets Smith Wealth Management sold 14,600 Lazard shares in Q1 2019, an estimated $539K.
Sheets Smith Wealth Management first reported a position in Lazard in Q2 2014 and held it in 10 quarters.
Sheets Smith Wealth Management's Lazard position peaked at $3.34M in Q1 2018.
266 funds tracked by Wall St. Rank held Lazard as of Q1 2019.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.