Advisory Research’s Lazard LAZ Stock Holding History

Advisory Research’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 Q3	–	Sell	-27,117	Closed	-$1.26M	–	454
2017 Q2	$1.26M	Buy	27,117 +2,474	+10%	+$111K	0.02%	288
2017 Q1	$1.13M	Buy	24,643 +13,544	+122%	+$584K	0.02%	318
2016 Q4	$456K	Buy	+11,099	New	+$431K	0.01%	321

Other funds holding LAZ

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

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Advisory Research's LAZ Position: Q3 2017 in Review

Advisory Research sold out of Lazard (LAZ) in Q3 2017, closing a stake of 27,117 shares — an estimated $1.26M sold.

Advisory Research first reported a position in LAZ in Q4 2016 and held it in 3 quarters. The position peaked at $1.26M in Q2 2017. 290 funds tracked by Wall St. Rank hold LAZ as of Q3 2017.

Advisory Research reported no remaining Lazard position as of Q3 2017 after selling out during the quarter.
Advisory Research sold 27,117 Lazard shares in Q3 2017, an estimated $1.26M.
Advisory Research first reported a position in Lazard in Q4 2016 and held it in 3 quarters.
Advisory Research's Lazard position peaked at $1.26M in Q2 2017.
290 funds tracked by Wall St. Rank held Lazard as of Q3 2017.

Based on Advisory Research's 13F filing for Q3 2017, filed 14 Nov 2017.