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Stoneridge Investment Partners’s Lazard LAZ Stock Holding History

Stoneridge Investment Partners’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
2018
Q2 		– Sell
-9,300
Closed -$489K – 150
2018
Q1 		$489K Hold
9,300
– – 0.08% 115
2017
Q4 		$488K Hold
9,300
– – 0.08% 122
2017
Q3 		$421K Buy
9,300
+1,494
+19% +$66.2K 0.07% 139
2017
Q2 		$362K Sell
7,806
-9,835
-56% -$441K 0.05% 184
2017
Q1 		$811K Hold
17,641
– – 0.11% 192
2016
Q4 		$725K Buy
+17,641
New +$685K 0.1% 200
2015
Q4 		– Sell
-25,900
Closed -$1.12M – 294
2015
Q3 		$1.12M Buy
25,900
+4,520
+21% +$233K 0.16% 152
2015
Q2 		$1.2M Buy
21,380
+2,339
+12% +$130K 0.15% 154
2015
Q1 		$1M Buy
+19,041
New +$938K 0.12% 176

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Stoneridge Investment Partners's LAZ Position: Q2 2018 in Review

Stoneridge Investment Partners sold out of Lazard (LAZ) in Q2 2018, closing a stake of 9,300 shares — an estimated $489K sold.

Stoneridge Investment Partners first reported a position in LAZ in Q1 2015 and held it in 9 quarters. The position peaked at $1.2M in Q2 2015. 332 funds tracked by Wall St. Rank hold LAZ as of Q2 2018.

  • Stoneridge Investment Partners reported no remaining Lazard position as of Q2 2018 after selling out during the quarter.
  • Stoneridge Investment Partners sold 9,300 Lazard shares in Q2 2018, an estimated $489K.
  • Stoneridge Investment Partners first reported a position in Lazard in Q1 2015 and held it in 9 quarters.
  • Stoneridge Investment Partners's Lazard position peaked at $1.2M in Q2 2015.
  • 332 funds tracked by Wall St. Rank held Lazard as of Q2 2018.

Based on Stoneridge Investment Partners's 13F filing for Q2 2018, filed 31 Jul 2018.