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Twin Capital Management’s Lazard LAZ Stock Holding History

Twin Capital 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
-77,460
Closed -$2.86M – 273
2018
Q4 		$2.86M Sell
77,460
-1,130
-1% -$45.1K 0.16% 169
2018
Q3 		$3.78M Buy
78,590
+7,200
+10% +$358K 0.17% 153
2018
Q2 		$3.49M Buy
71,390
+1,450
+2% +$76.7K 0.18% 159
2018
Q1 		$3.68M Buy
+69,940
New +$3.88M 0.19% 148
2016
Q3 		– Sell
-38,800
Closed -$1.16M – 365
2016
Q2 		$1.16M Sell
38,800
-3,200
-8% -$111K 0.09% 293
2016
Q1 		$1.63M Sell
42,000
-130
-0.3% -$4.67K 0.13% 187
2015
Q4 		$1.9M Buy
42,130
+9,500
+29% +$435K 0.16% 172
2015
Q3 		$1.41M Buy
32,630
+9,880
+43% +$509K 0.13% 175
2015
Q2 		$1.28M Sell
22,750
-4,200
-16% -$234K 0.11% 186
2015
Q1 		$1.42M Buy
26,950
+6,640
+33% +$327K 0.12% 186
2014
Q4 		$1.02M Buy
20,310
+3,250
+19% +$161K 0.1% 199
2014
Q3 		$865K Buy
+17,060
New +$894K 0.09% 212

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

Twin Capital Management's LAZ Position: Q1 2019 in Review

Twin Capital Management sold out of Lazard (LAZ) in Q1 2019, closing a stake of 77,460 shares — an estimated $2.86M sold.

Twin Capital Management first reported a position in LAZ in Q3 2014 and held it in 12 quarters. The position peaked at $3.78M in Q3 2018. 266 funds tracked by Wall St. Rank hold LAZ as of Q1 2019.

  • Twin Capital Management reported no remaining Lazard position as of Q1 2019 after selling out during the quarter.
  • Twin Capital Management sold 77,460 Lazard shares in Q1 2019, an estimated $2.86M.
  • Twin Capital Management first reported a position in Lazard in Q3 2014 and held it in 12 quarters.
  • Twin Capital Management's Lazard position peaked at $3.78M in Q3 2018.
  • 266 funds tracked by Wall St. Rank held Lazard as of Q1 2019.

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