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Tradition Asset Management’s Lazard LAZ Stock Holding History

Tradition Asset 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
2020
Q1 		– Sell
-6,634
Closed -$265K – 185
2019
Q4 		$265K Sell
6,634
-13,475
-67% -$509K 0.06% 169
2019
Q3 		$703K Hold
20,109
– – 0.18% 115
2019
Q2 		$691K Buy
+20,109
New +$721K 0.18% 112

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Tradition Asset Management's LAZ Position: Q1 2020 in Review

Tradition Asset Management sold out of Lazard (LAZ) in Q1 2020, closing a stake of 6,634 shares — an estimated $265K sold.

Tradition Asset Management first reported a position in LAZ in Q2 2019 and held it in 3 quarters. The position peaked at $703K in Q3 2019. 220 funds tracked by Wall St. Rank hold LAZ as of Q1 2020.

  • Tradition Asset Management reported no remaining Lazard position as of Q1 2020 after selling out during the quarter.
  • Tradition Asset Management sold 6,634 Lazard shares in Q1 2020, an estimated $265K.
  • Tradition Asset Management first reported a position in Lazard in Q2 2019 and held it in 3 quarters.
  • Tradition Asset Management's Lazard position peaked at $703K in Q3 2019.
  • 220 funds tracked by Wall St. Rank held Lazard as of Q1 2020.

Based on Tradition Asset Management's 13F filing for Q1 2020, filed 5 May 2020.