Axa
LAZ icon

Axa’s Lazard LAZ Stock Holding History

Axa’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
2016
Q4 		– Sell
-11,578
Closed -$421K – 1273
2016
Q3 		$421K Hold
11,578
– – ﹤0.01% 1053
2016
Q2 		$345K Hold
11,578
– – ﹤0.01% 1075
2016
Q1 		$449K Hold
11,578
– – ﹤0.01% 1011
2015
Q4 		$521K Hold
11,578
– – ﹤0.01% 1026
2015
Q3 		$501K Hold
11,578
– – ﹤0.01% 1050
2015
Q2 		$651K Buy
11,578
+2,492
+27% +$139K ﹤0.01% 1028
2015
Q1 		$478K Buy
9,086
+1,986
+28% +$97.9K ﹤0.01% 1106
2014
Q4 		$355K Sell
7,100
-900
-11% -$44.6K ﹤0.01% 1171
2014
Q3 		$406K Hold
8,000
– – ﹤0.01% 1115
2014
Q2 		$412K Hold
8,000
– – ﹤0.01% 1120
2014
Q1 		$377K Hold
8,000
– – ﹤0.01% 1126
2013
Q4 		$363K Hold
8,000
– – ﹤0.01% 1128
2013
Q3 		$288K Hold
8,000
– – ﹤0.01% 1096
2013
Q2 		$257K Buy
+8,000
New +$267K ﹤0.01% 1079

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Axa's LAZ Position: Q4 2016 in Review

Axa sold out of Lazard (LAZ) in Q4 2016, closing a stake of 11,578 shares — an estimated $421K sold.

Axa first reported a position in LAZ in Q2 2013 and held it in 14 quarters. The position peaked at $651K in Q2 2015. 270 funds tracked by Wall St. Rank hold LAZ as of Q4 2016.

  • Axa reported no remaining Lazard position as of Q4 2016 after selling out during the quarter.
  • Axa sold 11,578 Lazard shares in Q4 2016, an estimated $421K.
  • Axa first reported a position in Lazard in Q2 2013 and held it in 14 quarters.
  • Axa's Lazard position peaked at $651K in Q2 2015.
  • 270 funds tracked by Wall St. Rank held Lazard as of Q4 2016.

Based on Axa's 13F filing for Q4 2016, filed 13 Feb 2017.