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United Capital Financial Advisors’s Lazard LAZ Stock Holding History

United Capital Financial Advisors’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
Q4 		– Sell
-5,200
Closed -$250K – 1341
2018
Q3 		$250K Sell
5,200
-1,300
-20% -$64.6K ﹤0.01% 1180
2018
Q2 		$318K Sell
6,500
-316
-5% -$16.7K ﹤0.01% 1067
2018
Q1 		$358K Sell
6,816
-437
-6% -$24.2K ﹤0.01% 1036
2017
Q4 		$381K Sell
7,253
-23,454
-76% -$1.12M ﹤0.01% 1039
2017
Q3 		$1.39M Buy
30,707
+23,307
+315% +$1.03M 0.01% 680
2017
Q2 		$343K Sell
7,400
-300
-4% -$13.5K ﹤0.01% 1035
2017
Q1 		$354K Buy
7,700
+200
+3% +$8.62K ﹤0.01% 998
2016
Q4 		$308K Buy
+7,500
New +$291K ﹤0.01% 1044

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

United Capital Financial Advisors's LAZ Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Lazard (LAZ) in Q4 2018, closing a stake of 5,200 shares — an estimated $250K sold.

United Capital Financial Advisors first reported a position in LAZ in Q4 2016 and held it in 8 quarters. The position peaked at $1.39M in Q3 2017. 273 funds tracked by Wall St. Rank hold LAZ as of Q4 2018.

  • United Capital Financial Advisors reported no remaining Lazard position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,200 Lazard shares in Q4 2018, an estimated $250K.
  • United Capital Financial Advisors first reported a position in Lazard in Q4 2016 and held it in 8 quarters.
  • United Capital Financial Advisors's Lazard position peaked at $1.39M in Q3 2017.
  • 273 funds tracked by Wall St. Rank held Lazard as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.