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Squar Milner Financial Services’s Lazard LAZ Stock Holding History

Squar Milner 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
Q2 		– Sell
-25
Closed – – 480
2020
Q1 		$0 Hold
25
– – ﹤0.01% 828
2019
Q4 		$0 Buy
+25
New +$944 ﹤0.01% 845
2019
Q3 		– Sell
-25
Closed -$1K – 486
2019
Q2 		$1K Hold
25
– – ﹤0.01% 775
2019
Q1 		$0 Hold
25
– – ﹤0.01% 831
2018
Q4 		$1K Hold
25
– – ﹤0.01% 718
2018
Q3 		$1K Hold
25
– – ﹤0.01% 743
2018
Q2 		$1K Buy
+25
New +$1.32K ﹤0.01% 825

Other funds holding LAZ

Vanguard Group
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
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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Squar Milner Financial Services's LAZ Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Lazard (LAZ) in Q2 2020, closing a stake of 25 shares.

Squar Milner Financial Services first reported a position in LAZ in Q2 2018 and held it in 7 quarters. The position peaked at $1K in Q2 2019. 213 funds tracked by Wall St. Rank hold LAZ as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Lazard position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 25 Lazard shares in Q2 2020.
  • Squar Milner Financial Services first reported a position in Lazard in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Lazard position peaked at $1K in Q2 2019.
  • 213 funds tracked by Wall St. Rank held Lazard as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.