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Bartlett & Co’s Lazard LAZ Stock Holding History

Bartlett & Co’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
Q1 		– Sell
-200
Closed -$9K – 711
2013
Q4 		$9K Buy
+200
New +$8.1K ﹤0.01% 593

Other funds holding LAZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bartlett & Co's LAZ Position: Q1 2014 in Review

Bartlett & Co sold out of Lazard (LAZ) in Q1 2014, closing a stake of 200 shares — an estimated $9K sold.

Bartlett & Co first reported a position in LAZ in Q4 2013 and held it in 1 quarter. The position peaked at $9K in Q4 2013. 243 funds tracked by Wall St. Rank hold LAZ as of Q1 2014.

  • Bartlett & Co reported no remaining Lazard position as of Q1 2014 after selling out during the quarter.
  • Bartlett & Co sold 200 Lazard shares in Q1 2014, an estimated $9K.
  • Bartlett & Co first reported a position in Lazard in Q4 2013 and held it in 1 quarter.
  • Bartlett & Co's Lazard position peaked at $9K in Q4 2013.
  • 243 funds tracked by Wall St. Rank held Lazard as of Q1 2014.

Based on Bartlett & Co's 13F filing for Q1 2014, filed 5 May 2014.