Yorktown Management & Research Company’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-20,000
| Closed | -$799K | – | 279 |
|
|
2019
Q4 | $799K | Hold |
20,000
| – | – | 0.43% | 84 |
|
|
2019
Q3 | $700K | Hold |
20,000
| – | – | 0.38% | 86 |
|
|
2019
Q2 | $688K | Hold |
20,000
| – | – | 0.26% | 105 |
|
|
2019
Q1 | $723K | Hold |
20,000
| – | – | 0.23% | 108 |
|
|
2018
Q4 | $738K | Hold |
20,000
| – | – | 0.24% | 114 |
|
|
2018
Q3 | $963K | Buy |
+20,000
| New | +$963K | 0.28% | 106 |
|
|
2015
Q1 | – | Sell |
-25,000
| Closed | -$1.25M | – | 496 |
|
|
2014
Q4 | $1.25M | Hold |
25,000
| – | – | 0.26% | 69 |
|
|
2014
Q3 | $1.27M | Sell |
25,000
-1,500
| -6% | -$76.1K | 0.24% | 76 |
|
|
2014
Q2 | $1.37M | Sell |
26,500
-16,000
| -38% | -$825K | 0.25% | 70 |
|
|
2014
Q1 | $2M | Hold |
42,500
| – | – | 0.38% | 53 |
|
|
2013
Q4 | $1.93M | Buy |
42,500
+5,500
| +15% | +$249K | 0.39% | 54 |
|
|
2013
Q3 | $1.33M | Buy |
37,000
+30,500
| +469% | +$1.1M | 0.29% | 68 |
|
|
2013
Q2 | $209K | Buy |
+6,500
| New | +$209K | 0.04% | 278 |
|