SRC
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Shufro Rose & Co’s Lazard LAZ Stock Holding History

Shufro Rose & Co’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
Q4 		– Sell
-9,450
Closed -$331K – 337
2019
Q3 		$331K Hold
9,450
– – 0.03% 208
2019
Q2 		$325K Buy
9,450
+617
+7% +$22.1K 0.03% 208
2019
Q1 		$319K Sell
8,833
-267
-3% -$10K 0.03% 207
2018
Q4 		$336K Sell
9,100
-1,550
-15% -$61.8K 0.04% 195
2018
Q3 		$513K Buy
10,650
+2,400
+29% +$119K 0.05% 172
2018
Q2 		$404K Hold
8,250
– – 0.04% 189
2018
Q1 		$434K Sell
8,250
-300
-4% -$16.6K 0.04% 176
2017
Q4 		$449K Hold
8,550
– – 0.04% 171
2017
Q3 		$387K Hold
8,550
– – 0.04% 194
2017
Q2 		$396K Sell
8,550
-1,400
-14% -$62.8K 0.04% 176
2017
Q1 		$458K Buy
9,950
+1,200
+14% +$51.7K 0.05% 161
2016
Q4 		$360K Buy
8,750
+1,450
+20% +$56.3K 0.04% 182
2016
Q3 		$265K Buy
+7,300
New +$255K 0.03% 215

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 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
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Shufro Rose & Co's LAZ Position: Q4 2019 in Review

Shufro Rose & Co sold out of Lazard (LAZ) in Q4 2019, closing a stake of 9,450 shares — an estimated $331K sold.

Shufro Rose & Co first reported a position in LAZ in Q3 2016 and held it in 13 quarters. The position peaked at $513K in Q3 2018. 245 funds tracked by Wall St. Rank hold LAZ as of Q4 2019.

  • Shufro Rose & Co reported no remaining Lazard position as of Q4 2019 after selling out during the quarter.
  • Shufro Rose & Co sold 9,450 Lazard shares in Q4 2019, an estimated $331K.
  • Shufro Rose & Co first reported a position in Lazard in Q3 2016 and held it in 13 quarters.
  • Shufro Rose & Co's Lazard position peaked at $513K in Q3 2018.
  • 245 funds tracked by Wall St. Rank held Lazard as of Q4 2019.

Based on Shufro Rose & Co's 13F filing for Q4 2019, filed 28 Jan 2020.