Bennett Lawrence Management’s Lazard LAZ Stock Holding History

Bennett Lawrence Management’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 Q4	–	Sell	-126,150	Closed	-$6.4M	–	88
2014 Q3	$6.4M	Sell	126,150 -86,730	-41%	-$4.55M	1.45%	30
2014 Q2	$11M	Buy	+212,880	New	+$10.5M	1.93%	16

Other funds holding LAZ

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

AIM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Bennett Lawrence Management's LAZ Position: Q4 2014 in Review

Bennett Lawrence Management sold out of Lazard (LAZ) in Q4 2014, closing a stake of 126,150 shares — an estimated $6.4M sold.

Bennett Lawrence Management first reported a position in LAZ in Q2 2014 and held it in 2 quarters. The position peaked at $11M in Q2 2014. 304 funds tracked by Wall St. Rank hold LAZ as of Q4 2014.

Bennett Lawrence Management reported no remaining Lazard position as of Q4 2014 after selling out during the quarter.
Bennett Lawrence Management sold 126,150 Lazard shares in Q4 2014, an estimated $6.4M.
Bennett Lawrence Management first reported a position in Lazard in Q2 2014 and held it in 2 quarters.
Bennett Lawrence Management's Lazard position peaked at $11M in Q2 2014.
304 funds tracked by Wall St. Rank held Lazard as of Q4 2014.

Based on Bennett Lawrence Management's 13F filing for Q4 2014, filed 23 Jan 2015.