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Capital Growth Management’s Lazard LAZ Stock Holding History

Capital Growth 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
2016
Q2 		– Sell
-220,000
Closed -$8.54M – 57
2016
Q1 		$8.54M Buy
220,000
+155,000
+238% +$5.56M 0.37% 41
2015
Q4 		$2.93M Sell
65,000
-1,415,000
-96% -$64.8M 0.1% 52
2015
Q3 		$64.1M Buy
1,480,000
+650,000
+78% +$33.5M 2.07% 16
2015
Q2 		$46.7M Hold
830,000
– – 1.34% 22
2015
Q1 		$43.6M Buy
+830,000
New +$40.9M 1.19% 24

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

Capital Growth Management's LAZ Position: Q2 2016 in Review

Capital Growth Management sold out of Lazard (LAZ) in Q2 2016, closing a stake of 220,000 shares — an estimated $8.54M sold.

Capital Growth Management first reported a position in LAZ in Q1 2015 and held it in 5 quarters. The position peaked at $64.1M in Q3 2015. 251 funds tracked by Wall St. Rank hold LAZ as of Q2 2016.

  • Capital Growth Management reported no remaining Lazard position as of Q2 2016 after selling out during the quarter.
  • Capital Growth Management sold 220,000 Lazard shares in Q2 2016, an estimated $8.54M.
  • Capital Growth Management first reported a position in Lazard in Q1 2015 and held it in 5 quarters.
  • Capital Growth Management's Lazard position peaked at $64.1M in Q3 2015.
  • 251 funds tracked by Wall St. Rank held Lazard as of Q2 2016.

Based on Capital Growth Management's 13F filing for Q2 2016, filed 12 Aug 2016.