Wellington Shields & Co’s Lazard LAZ Stock Holding History

Wellington Shields & Co’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	-5,750	Closed	-$230K	–	165
2019 Q4	$230K	Buy	+5,750	New	+$217K	0.1%	153

Other funds holding LAZ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Wellington Shields & Co's LAZ Position: Q1 2020 in Review

Wellington Shields & Co sold out of Lazard (LAZ) in Q1 2020, closing a stake of 5,750 shares — an estimated $230K sold.

Wellington Shields & Co first reported a position in LAZ in Q4 2019 and held it in 1 quarter. The position peaked at $230K in Q4 2019. 220 funds tracked by Wall St. Rank hold LAZ as of Q1 2020.

Wellington Shields & Co reported no remaining Lazard position as of Q1 2020 after selling out during the quarter.
Wellington Shields & Co sold 5,750 Lazard shares in Q1 2020, an estimated $230K.
Wellington Shields & Co first reported a position in Lazard in Q4 2019 and held it in 1 quarter.
Wellington Shields & Co's Lazard position peaked at $230K in Q4 2019.
220 funds tracked by Wall St. Rank held Lazard as of Q1 2020.

Based on Wellington Shields & Co's 13F filing for Q1 2020, filed 7 May 2020.