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Systematic Financial Management’s Lazard LAZ Stock Holding History

Systematic Financial Management’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
2019
Q1 		– Sell
-136,730
Closed -$5.05M – 656
2018
Q4 		$5.05M Sell
136,730
-81,841
-37% -$3.27M 0.16% 199
2018
Q3 		$10.5M Sell
218,571
-2,406
-1% -$120K 0.25% 157
2018
Q2 		$10.8M Sell
220,977
-312,953
-59% -$16.6M 0.26% 154
2018
Q1 		$28.1M Sell
533,930
-151,930
-22% -$8.43M 0.62% 33
2017
Q4 		$36M Sell
685,860
-202,155
-23% -$9.69M 0.72% 27
2017
Q3 		$40.2M Sell
888,015
-103,395
-10% -$4.58M 0.81% 23
2017
Q2 		$45.9M Sell
991,410
-67,175
-6% -$3.01M 0.85% 20
2017
Q1 		$48.7M Sell
1,058,585
-175,107
-14% -$7.55M 0.86% 22
2016
Q4 		$50.7M Sell
1,233,692
-468,758
-28% -$18.2M 0.81% 23
2016
Q3 		$61.9M Buy
1,702,450
+364,091
+27% +$12.7M 0.87% 22
2016
Q2 		$39.9M Sell
1,338,359
-176,409
-12% -$6.11M 0.54% 53
2016
Q1 		$58.8M Sell
1,514,768
-6,474
-0.4% -$232K 0.74% 38
2015
Q4 		$68.5M Buy
1,521,242
+255,489
+20% +$11.7M 0.75% 43
2015
Q3 		$54.8M Sell
1,265,753
-36,745
-3% -$1.89M 0.58% 52
2015
Q2 		$73.3M Sell
1,302,498
-110,402
-8% -$6.14M 0.63% 50
2015
Q1 		$74.3M Buy
1,412,900
+220,145
+18% +$10.8M 0.59% 55
2014
Q4 		$59.7M Buy
+1,192,755
New +$59.1M 0.44% 74

Other funds holding LAZ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Systematic Financial Management's LAZ Position: Q1 2019 in Review

Systematic Financial Management sold out of Lazard (LAZ) in Q1 2019, closing a stake of 136,730 shares — an estimated $5.05M sold.

Systematic Financial Management first reported a position in LAZ in Q4 2014 and held it in 17 quarters. The position peaked at $74.3M in Q1 2015. 266 funds tracked by Wall St. Rank hold LAZ as of Q1 2019.

  • Systematic Financial Management reported no remaining Lazard position as of Q1 2019 after selling out during the quarter.
  • Systematic Financial Management sold 136,730 Lazard shares in Q1 2019, an estimated $5.05M.
  • Systematic Financial Management first reported a position in Lazard in Q4 2014 and held it in 17 quarters.
  • Systematic Financial Management's Lazard position peaked at $74.3M in Q1 2015.
  • 266 funds tracked by Wall St. Rank held Lazard as of Q1 2019.

Based on Systematic Financial Management's 13F filing for Q1 2019, filed 3 May 2019.