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LAZ icon

Weaver C. Barksdale & Associates’s Lazard LAZ Stock Holding History

Weaver C. Barksdale & Associates’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
2017
Q4 		$762K Sell
14,514
-150
-1% -$7.19K 0.8% 58
2017
Q3 		$663K Hold
14,664
– – 0.74% 59
2017
Q2 		$679K Buy
14,664
+570
+4% +$25.6K 0.79% 59
2017
Q1 		$648K Buy
+14,094
New +$608K 0.76% 59
2014
Q4 		– Sell
-46,200
Closed -$2.34M – 553
2014
Q3 		$2.34M Sell
46,200
-6,900
-13% -$362K 1.93% 25
2014
Q2 		$2.74M Hold
53,100
– – 2.2% 6
2014
Q1 		$2.5M Buy
+53,100
New +$2.39M 2.09% 9

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return