BSA
LAZ icon

Braun Stacey Associates’s Lazard LAZ Stock Holding History

Braun Stacey Associates’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
Q2 		– Sell
-7,300
Closed -$283K – 149
2016
Q1 		$283K Hold
7,300
– – 0.02% 145
2015
Q4 		$329K Hold
7,300
– – 0.02% 132
2015
Q3 		$316K Sell
7,300
-25,835
-78% -$1.33M 0.02% 136
2015
Q2 		$1.86M Buy
33,135
+25,835
+354% +$1.44M 0.08% 160
2015
Q1 		$384K Buy
7,300
+1,300
+22% +$64.1K 0.02% 126
2014
Q4 		$300K Hold
6,000
– – 0.02% 144
2014
Q3 		$304K Buy
6,000
+300
+5% +$15.7K 0.02% 140
2014
Q2 		$294K Buy
+5,700
New +$281K 0.02% 140

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return