Yorktown Management & Research Company’s Lazard LAZ Stock Holding History

Yorktown Management & Research Company’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	-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	+$994K	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%	-$78.6K	0.24%	76
2014 Q2	$1.37M	Sell	26,500 -16,000	-38%	-$788K	0.25%	70
2014 Q1	$2M	Hold	42,500	–	–	0.38%	53
2013 Q4	$1.93M	Buy	42,500 +5,500	+15%	+$223K	0.39%	54
2013 Q3	$1.33M	Buy	37,000 +30,500	+469%	+$1.08M	0.29%	68
2013 Q2	$209K	Buy	+6,500	New	+$217K	0.04%	278

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 $2.64B AUM 33.18% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Yorktown Management & Research Company's LAZ Position: Q1 2020 in Review

Yorktown Management & Research Company sold out of Lazard (LAZ) in Q1 2020, closing a stake of 20,000 shares — an estimated $799K sold.

Yorktown Management & Research Company first reported a position in LAZ in Q2 2013 and held it in 13 quarters. The position peaked at $2M in Q1 2014. 220 funds tracked by Wall St. Rank hold LAZ as of Q1 2020.

Yorktown Management & Research Company reported no remaining Lazard position as of Q1 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 20,000 Lazard shares in Q1 2020, an estimated $799K.
Yorktown Management & Research Company first reported a position in Lazard in Q2 2013 and held it in 13 quarters.
Yorktown Management & Research Company's Lazard position peaked at $2M in Q1 2014.
220 funds tracked by Wall St. Rank held Lazard as of Q1 2020.

Based on Yorktown Management & Research Company's 13F filing for Q1 2020, filed 29 Apr 2020.