BIM
LAZ icon

BRC Investment Management’s Lazard LAZ Stock Holding History

BRC Investment 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
2015
Q4 		– Sell
-13,591
Closed -$588K – 130
2015
Q3 		$588K Buy
+13,591
New +$700K 0.09% 106
2015
Q2 		– Sell
-13,092
Closed -$689K – 134
2015
Q1 		$689K Buy
13,092
+111
+0.9% +$5.47K 0.1% 74
2014
Q4 		$649K Buy
12,981
+1,939
+18% +$96.2K 0.09% 81
2014
Q3 		$560K Sell
11,042
-29
-0.3% -$1.52K 0.09% 67
2014
Q2 		$571K Sell
11,071
-115
-1% -$5.67K 0.08% 82
2014
Q1 		$527K Sell
11,186
-9
-0.1% -$405 0.08% 99
2013
Q4 		$507K Buy
+11,195
New +$453K 0.08% 94

Other funds holding LAZ

Vanguard Group
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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return