TLWM Financial’s Lazard LAZ Stock Holding History

TLWM Financial’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	-11,741	Closed	-$621K	–	52
2018 Q1	$621K	Buy	11,741 +218	+2%	+$12.1K	0.41%	24
2017 Q4	$605K	Buy	+11,523	New	+$552K	0.47%	17

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

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

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

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

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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

TLWM Financial's LAZ Position: Q2 2018 in Review

TLWM Financial sold out of Lazard (LAZ) in Q2 2018, closing a stake of 11,741 shares — an estimated $621K sold.

TLWM Financial first reported a position in LAZ in Q4 2017 and held it in 2 quarters. The position peaked at $621K in Q1 2018. 332 funds tracked by Wall St. Rank hold LAZ as of Q2 2018.

TLWM Financial reported no remaining Lazard position as of Q2 2018 after selling out during the quarter.
TLWM Financial sold 11,741 Lazard shares in Q2 2018, an estimated $621K.
TLWM Financial first reported a position in Lazard in Q4 2017 and held it in 2 quarters.
TLWM Financial's Lazard position peaked at $621K in Q1 2018.
332 funds tracked by Wall St. Rank held Lazard as of Q2 2018.

Based on TLWM Financial's 13F filing for Q2 2018, filed 6 Aug 2018.