Silvercrest Asset Management’s Lazard LAZ Stock Holding History

Silvercrest Asset 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
2021 Q2	–	Sell	-31,356	Closed	-$1.36M	–	858
2021 Q1	$1.36M	Sell	31,356 -141,827	-82%	-$6.03M	0.01%	527
2020 Q4	$7.33M	Buy	173,183 +5,581	+3%	+$211K	0.05%	297
2020 Q3	$5.54M	Buy	167,602 +11,143	+7%	+$343K	0.05%	322
2020 Q2	$4.48M	Buy	156,459 +37,466	+31%	+$1.02M	0.04%	343
2020 Q1	$2.8M	Buy	118,993 +103	+0.1%	+$3.81K	0.03%	383
2019 Q4	$4.75M	Sell	118,890 -15	-0%	-$567	0.04%	358
2019 Q3	$4.16M	Buy	118,905 +63,630	+115%	+$2.25M	0.03%	376
2019 Q2	$1.9M	Buy	+55,275	New	+$1.98M	0.02%	331
2018 Q1	–	Sell	-39,771	Closed	-$2.09M	–	570
2017 Q4	$2.09M	Buy	39,771 +280	+0.7%	+$13.4K	0.02%	316
2017 Q3	$1.79M	Buy	39,491 +136	+0.3%	+$6.03K	0.02%	319
2017 Q2	$1.82M	Buy	39,355 +2,860	+8%	+$128K	0.02%	312
2017 Q1	$1.68M	Buy	36,495 +2,260	+7%	+$97.5K	0.02%	313
2016 Q4	$1.41M	Buy	34,235 +230	+0.7%	+$8.94K	0.02%	324
2016 Q3	$1.24M	Buy	34,005 +8,095	+31%	+$283K	0.01%	330
2016 Q2	$772K	Buy	+25,910	New	+$898K	0.01%	362

Other funds holding LAZ

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return