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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 $10B AUM 42.59% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BRC Investment Management's LAZ Position: Q4 2015 in Review

BRC Investment Management sold out of Lazard (LAZ) in Q4 2015, closing a stake of 13,591 shares — an estimated $588K sold.

BRC Investment Management first reported a position in LAZ in Q4 2013 and held it in 7 quarters. The position peaked at $689K in Q1 2015. 278 funds tracked by Wall St. Rank hold LAZ as of Q4 2015.

  • BRC Investment Management reported no remaining Lazard position as of Q4 2015 after selling out during the quarter.
  • BRC Investment Management sold 13,591 Lazard shares in Q4 2015, an estimated $588K.
  • BRC Investment Management first reported a position in Lazard in Q4 2013 and held it in 7 quarters.
  • BRC Investment Management's Lazard position peaked at $689K in Q1 2015.
  • 278 funds tracked by Wall St. Rank held Lazard as of Q4 2015.

Based on BRC Investment Management's 13F filing for Q4 2015, filed 29 Jan 2016.