SFS
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Sowell Financial Services’s Lazard LAZ Stock Holding History

Sowell Financial Services’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
2020
Q3 		– Sell
-131
Closed -$4K – 2633
2020
Q2 		$4K Hold
131
– – ﹤0.01% 1970
2020
Q1 		$3K Sell
131
-216
-62% -$8K ﹤0.01% 1987
2019
Q4 		$14K Buy
347
+1
+0.3% +$38 ﹤0.01% 1564
2019
Q3 		$12K Buy
+346
New +$12.3K ﹤0.01% 1472
2017
Q3 		– Sell
-6,378
Closed -$290K – 275
2017
Q2 		$290K Buy
6,378
+482
+8% +$21.6K 0.08% 194
2017
Q1 		$259K Sell
5,896
-1,616
-22% -$69.7K 0.08% 208
2016
Q4 		$328K Buy
+7,512
New +$292K 0.11% 145

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
T. Rowe Price Associates
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
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
BlackRock
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sowell Financial Services's LAZ Position: Q3 2020 in Review

Sowell Financial Services sold out of Lazard (LAZ) in Q3 2020, closing a stake of 131 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in LAZ in Q4 2016 and held it in 7 quarters. The position peaked at $328K in Q4 2016. 213 funds tracked by Wall St. Rank hold LAZ as of Q3 2020.

  • Sowell Financial Services reported no remaining Lazard position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 131 Lazard shares in Q3 2020, an estimated $4K.
  • Sowell Financial Services first reported a position in Lazard in Q4 2016 and held it in 7 quarters.
  • Sowell Financial Services's Lazard position peaked at $328K in Q4 2016.
  • 213 funds tracked by Wall St. Rank held Lazard as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.