Banyan Partners’s Lazard LAZ Stock Holding History

Banyan Partners’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
2014 Q3	–	Sell	-6,980	Closed	-$360K	–	394
2014 Q2	$360K	Sell	6,980 -750	-10%	-$37K	0.03%	336
2014 Q1	$364K	Sell	7,730 -610	-7%	-$27.5K	0.03%	328
2013 Q4	$378K	Sell	8,340 -8,028	-49%	-$325K	0.03%	340
2013 Q3	$589K	Buy	16,368 +6,318	+63%	+$224K	0.05%	210
2013 Q2	$323K	Buy	+10,050	New	+$336K	0.06%	147

Other funds holding LAZ

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

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

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

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Banyan Partners's LAZ Position: Q3 2014 in Review

Banyan Partners sold out of Lazard (LAZ) in Q3 2014, closing a stake of 6,980 shares — an estimated $360K sold.

Banyan Partners first reported a position in LAZ in Q2 2013 and held it in 5 quarters. The position peaked at $589K in Q3 2013. 286 funds tracked by Wall St. Rank hold LAZ as of Q3 2014.

Banyan Partners reported no remaining Lazard position as of Q3 2014 after selling out during the quarter.
Banyan Partners sold 6,980 Lazard shares in Q3 2014, an estimated $360K.
Banyan Partners first reported a position in Lazard in Q2 2013 and held it in 5 quarters.
Banyan Partners's Lazard position peaked at $589K in Q3 2013.
286 funds tracked by Wall St. Rank held Lazard as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.