Summit Trail Advisors’s Lazard LAZ Stock Holding History

Summit Trail Advisors’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 Q3	–	Sell	-1,987	Closed	-$97K	–	374
2018 Q2	$97K	Buy	+1,987	New	+$105K	0.03%	218
2018 Q1	–	Sell	-2,347	Closed	-$132K	–	1116
2017 Q4	$132K	Buy	+2,347	New	+$112K	0.02%	553

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Summit Trail Advisors's LAZ Position: Q3 2018 in Review

Summit Trail Advisors sold out of Lazard (LAZ) in Q3 2018, closing a stake of 1,987 shares — an estimated $97K sold.

Summit Trail Advisors first reported a position in LAZ in Q4 2017 and held it in 2 quarters. The position peaked at $132K in Q4 2017. 324 funds tracked by Wall St. Rank hold LAZ as of Q3 2018.

Summit Trail Advisors reported no remaining Lazard position as of Q3 2018 after selling out during the quarter.
Summit Trail Advisors sold 1,987 Lazard shares in Q3 2018, an estimated $97K.
Summit Trail Advisors first reported a position in Lazard in Q4 2017 and held it in 2 quarters.
Summit Trail Advisors's Lazard position peaked at $132K in Q4 2017.
324 funds tracked by Wall St. Rank held Lazard as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.