SFM
LAZ icon

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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return