SOAMC
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Spirit of America Management Corp’s Lazard LAZ Stock Holding History

Spirit of America Management Corp’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
-1,175
Closed -$34K – 233
2020
Q2 		$34K Sell
1,175
-5,000
-81% -$135K 0.01% 213
2020
Q1 		$145K Sell
6,175
-4,800
-44% -$178K 0.05% 191
2019
Q4 		$439K Hold
10,975
– – 0.08% 167
2019
Q3 		$384K Sell
10,975
-600
-5% -$21.2K 0.06% 178
2019
Q2 		$398K Sell
11,575
-300
-3% -$10.8K 0.06% 181
2019
Q1 		$429K Hold
11,875
– – 0.06% 174
2018
Q4 		$438K Hold
11,875
– – 0.07% 173
2018
Q3 		$572K Hold
11,875
– – 0.07% 170
2018
Q2 		$581K Buy
11,875
+1,000
+9% +$52.9K 0.07% 170
2018
Q1 		$572K Buy
+10,875
New +$603K 0.08% 170

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $865B AUM 30.76% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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 $16.5B AUM 24.3% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Spirit of America Management Corp's LAZ Position: Q3 2020 in Review

Spirit of America Management Corp sold out of Lazard (LAZ) in Q3 2020, closing a stake of 1,175 shares — an estimated $34K sold.

Spirit of America Management Corp first reported a position in LAZ in Q1 2018 and held it in 10 quarters. The position peaked at $581K in Q2 2018. 213 funds tracked by Wall St. Rank hold LAZ as of Q3 2020.

  • Spirit of America Management Corp reported no remaining Lazard position as of Q3 2020 after selling out during the quarter.
  • Spirit of America Management Corp sold 1,175 Lazard shares in Q3 2020, an estimated $34K.
  • Spirit of America Management Corp first reported a position in Lazard in Q1 2018 and held it in 10 quarters.
  • Spirit of America Management Corp's Lazard position peaked at $581K in Q2 2018.
  • 213 funds tracked by Wall St. Rank held Lazard as of Q3 2020.

Based on Spirit of America Management Corp's 13F filing for Q3 2020, filed 13 Oct 2020.