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Chartwell Investment Partners’s Lazard LAZ Stock Holding History

Chartwell Investment Partners’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
2017
Q1 		– Sell
-165,326
Closed -$6.79M – 432
2016
Q4 		$6.79M Sell
165,326
-1,091,538
-87% -$42.4M 0.23% 153
2016
Q3 		$45.7M Sell
1,256,864
-284,805
-18% -$9.96M 0.81% 27
2016
Q2 		$45.9M Sell
1,541,669
-280,095
-15% -$9.71M 0.82% 30
2016
Q1 		$70.7M Buy
1,821,764
+319,461
+21% +$11.5M 1.33% 16
2015
Q4 		$67.6M Buy
1,502,303
+191,142
+15% +$8.76M 1.38% 12
2015
Q3 		$56.8M Buy
1,311,161
+258,436
+25% +$13.3M 1.22% 15
2015
Q2 		$59.2M Buy
1,052,725
+102,450
+11% +$5.7M 1.16% 15
2015
Q1 		$50M Sell
950,275
-4,490
-0.5% -$221K 0.97% 16
2014
Q4 		$47.8M Buy
954,765
+84,355
+10% +$4.18M 1% 5
2014
Q3 		$44.1M Buy
870,410
+243,500
+39% +$12.8M 0.99% 9
2014
Q2 		$32.3M Buy
626,910
+86,100
+16% +$4.24M 0.67% 25
2014
Q1 		$25.5M Buy
540,810
+75,030
+16% +$3.38M 0.52% 55
2013
Q4 		$21.1M Buy
465,780
+7,165
+2% +$290K 0.43% 78
2013
Q3 		$16.5M Buy
458,615
+234,075
+104% +$8.31M 0.37% 100
2013
Q2 		$7.22M Buy
+224,540
New +$7.51M 0.18% 204

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Chartwell Investment Partners's LAZ Position: Q1 2017 in Review

Chartwell Investment Partners sold out of Lazard (LAZ) in Q1 2017, closing a stake of 165,326 shares — an estimated $6.79M sold.

Chartwell Investment Partners first reported a position in LAZ in Q2 2013 and held it in 15 quarters. The position peaked at $70.7M in Q1 2016. 285 funds tracked by Wall St. Rank hold LAZ as of Q1 2017.

  • Chartwell Investment Partners reported no remaining Lazard position as of Q1 2017 after selling out during the quarter.
  • Chartwell Investment Partners sold 165,326 Lazard shares in Q1 2017, an estimated $6.79M.
  • Chartwell Investment Partners first reported a position in Lazard in Q2 2013 and held it in 15 quarters.
  • Chartwell Investment Partners's Lazard position peaked at $70.7M in Q1 2016.
  • 285 funds tracked by Wall St. Rank held Lazard as of Q1 2017.

Based on Chartwell Investment Partners's 13F filing for Q1 2017, filed 12 May 2017.