United Services Automobile Association’s Lazard LAZ Stock Holding History

United Services Automobile Association’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 Q3	–	Sell	-20,140	Closed	-$693K	–	1138
2019 Q2	$693K	Hold	20,140	–	–	﹤0.01%	1464
2019 Q1	$728K	Hold	20,140	–	–	﹤0.01%	1462
2018 Q4	$743K	Hold	20,140	–	–	﹤0.01%	1379
2018 Q3	$969K	Hold	20,140	–	–	﹤0.01%	1365
2018 Q2	$985K	Hold	20,140	–	–	﹤0.01%	1376
2018 Q1	$1.06M	Buy	+20,140	New	+$1.12M	﹤0.01%	1356
2015 Q3	–	Sell	-8,300	Closed	-$467K	–	1298
2015 Q2	$467K	Hold	8,300	–	–	﹤0.01%	1214
2015 Q1	$437K	Hold	8,300	–	–	﹤0.01%	1208
2014 Q4	$415K	Buy	+8,300	New	+$412K	﹤0.01%	1188
2014 Q3	–	Sell	-5,500	Closed	-$284K	–	1238
2014 Q2	$284K	Hold	5,500	–	–	﹤0.01%	1199
2014 Q1	$259K	Hold	5,500	–	–	﹤0.01%	1201
2013 Q4	$249K	Buy	+5,500	New	+$223K	﹤0.01%	1213

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

United Services Automobile Association's LAZ Position: Q3 2019 in Review

United Services Automobile Association sold out of Lazard (LAZ) in Q3 2019, closing a stake of 20,140 shares — an estimated $693K sold.

United Services Automobile Association first reported a position in LAZ in Q4 2013 and held it in 12 quarters. The position peaked at $1.06M in Q1 2018. 241 funds tracked by Wall St. Rank hold LAZ as of Q3 2019.

United Services Automobile Association reported no remaining Lazard position as of Q3 2019 after selling out during the quarter.
United Services Automobile Association sold 20,140 Lazard shares in Q3 2019, an estimated $693K.
United Services Automobile Association first reported a position in Lazard in Q4 2013 and held it in 12 quarters.
United Services Automobile Association's Lazard position peaked at $1.06M in Q1 2018.
241 funds tracked by Wall St. Rank held Lazard as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.