Sicart Associates’s Lazard LAZ Stock Holding History

Sicart Associates’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
2021 Q1	–	Sell	-34,000	Closed	-$1.44M	–	116
2020 Q4	$1.44M	Hold	34,000	–	–	0.36%	43
2020 Q3	$1.12M	Hold	34,000	–	–	0.34%	49
2020 Q2	$973K	Hold	34,000	–	–	0.31%	52
2020 Q1	$801K	Hold	34,000	–	–	0.3%	50
2019 Q4	$1.36M	Hold	34,000	–	–	0.45%	38
2019 Q3	$1.19M	Hold	34,000	–	–	0.39%	38
2019 Q2	$1.17M	Hold	34,000	–	–	0.48%	41
2019 Q1	$1.23M	Hold	34,000	–	–	0.52%	38
2018 Q4	$1.25M	Hold	34,000	–	–	0.61%	34
2018 Q3	$1.64M	Hold	34,000	–	–	0.78%	31
2018 Q2	$1.66M	Hold	34,000	–	–	0.87%	27
2018 Q1	$1.79M	Sell	34,000 -8,000	-19%	-$444K	1.07%	25
2017 Q4	$2.21M	Buy	42,000 +8,000	+24%	+$383K	1.16%	24
2017 Q3	$1.54M	Hold	34,000	–	–	1.1%	26
2017 Q2	$1.57M	Hold	34,000	–	–	1.14%	24
2017 Q1	$1.56M	Hold	34,000	–	–	1.13%	25
2016 Q4	$1.4M	Buy	+34,000	New	+$1.32M	0.96%	33

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RAM

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sicart Associates's LAZ Position: Q1 2021 in Review

Sicart Associates sold out of Lazard (LAZ) in Q1 2021, closing a stake of 34,000 shares — an estimated $1.44M sold.

Sicart Associates first reported a position in LAZ in Q4 2016 and held it in 17 quarters. The position peaked at $2.21M in Q4 2017. 261 funds tracked by Wall St. Rank hold LAZ as of Q1 2021.

Sicart Associates reported no remaining Lazard position as of Q1 2021 after selling out during the quarter.
Sicart Associates sold 34,000 Lazard shares in Q1 2021, an estimated $1.44M.
Sicart Associates first reported a position in Lazard in Q4 2016 and held it in 17 quarters.
Sicart Associates's Lazard position peaked at $2.21M in Q4 2017.
261 funds tracked by Wall St. Rank held Lazard as of Q1 2021.

Based on Sicart Associates's 13F filing for Q1 2021, filed 10 May 2021.