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Axiom Investors’s Lazard LAZ Stock Holding History

Axiom Investors’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
Q1 		– Sell
-386,620
Closed -$17.4M – 138
2015
Q4 		$17.4M Sell
386,620
-68,409
-15% -$3.13M 0.56% 51
2015
Q3 		$19.7M Sell
455,029
-11,701
-3% -$603K 0.62% 53
2015
Q2 		$26.2M Sell
466,730
-39,764
-8% -$2.21M 0.75% 52
2015
Q1 		$26.6M Sell
506,494
-474,407
-48% -$23.4M 0.72% 49
2014
Q4 		$49.1M Sell
980,901
-129,800
-12% -$6.44M 1.21% 36
2014
Q3 		$56.3M Sell
1,110,701
-36,979
-3% -$1.94M 1.4% 26
2014
Q2 		$59.2M Buy
+1,147,680
New +$56.6M 1.39% 27

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Axiom Investors's LAZ Position: Q1 2016 in Review

Axiom Investors sold out of Lazard (LAZ) in Q1 2016, closing a stake of 386,620 shares — an estimated $17.4M sold.

Axiom Investors first reported a position in LAZ in Q2 2014 and held it in 7 quarters. The position peaked at $59.2M in Q2 2014. 270 funds tracked by Wall St. Rank hold LAZ as of Q1 2016.

  • Axiom Investors reported no remaining Lazard position as of Q1 2016 after selling out during the quarter.
  • Axiom Investors sold 386,620 Lazard shares in Q1 2016, an estimated $17.4M.
  • Axiom Investors first reported a position in Lazard in Q2 2014 and held it in 7 quarters.
  • Axiom Investors's Lazard position peaked at $59.2M in Q2 2014.
  • 270 funds tracked by Wall St. Rank held Lazard as of Q1 2016.

Based on Axiom Investors's 13F filing for Q1 2016, filed 12 May 2016.