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Simplicity Solutions’s Lazard LAZ Stock Holding History

Simplicity Solutions’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
2017
Q2 		– Sell
-17,405
Closed -$800K – 429
2017
Q1 		$800K Buy
17,405
+7,652
+78% +$330K 0.12% 178
2016
Q4 		$401K Buy
9,753
+3,421
+54% +$133K 0.09% 218
2016
Q3 		$230K Buy
+6,332
New +$221K 0.11% 226
2016
Q1 		– Sell
-19,754
Closed -$889K – 362
2015
Q4 		$889K Buy
+19,754
New +$905K 0.11% 281

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Simplicity Solutions's LAZ Position: Q2 2017 in Review

Simplicity Solutions sold out of Lazard (LAZ) in Q2 2017, closing a stake of 17,405 shares — an estimated $800K sold.

Simplicity Solutions first reported a position in LAZ in Q4 2015 and held it in 4 quarters. The position peaked at $889K in Q4 2015. 284 funds tracked by Wall St. Rank hold LAZ as of Q2 2017.

  • Simplicity Solutions reported no remaining Lazard position as of Q2 2017 after selling out during the quarter.
  • Simplicity Solutions sold 17,405 Lazard shares in Q2 2017, an estimated $800K.
  • Simplicity Solutions first reported a position in Lazard in Q4 2015 and held it in 4 quarters.
  • Simplicity Solutions's Lazard position peaked at $889K in Q4 2015.
  • 284 funds tracked by Wall St. Rank held Lazard as of Q2 2017.

Based on Simplicity Solutions's 13F filing for Q2 2017, filed 9 Aug 2017.