CRM
LAZ icon

Cramer Rosenthal McGlynn’s Lazard LAZ Stock Holding History

Cramer Rosenthal McGlynn’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
2014
Q3 		– Sell
-697,959
Closed -$36M – 259
2014
Q2 		$36M Sell
697,959
-457,400
-40% -$22.5M 0.29% 110
2014
Q1 		$54.4M Sell
1,155,359
-1,239,055
-52% -$55.8M 0.42% 94
2013
Q4 		$109M Sell
2,394,414
-1,026,790
-30% -$41.6M 0.78% 41
2013
Q3 		$123M Sell
3,421,204
-999,890
-23% -$35.5M 0.93% 35
2013
Q2 		$142M Buy
+4,421,094
New +$148M 1.07% 28

Other funds holding LAZ

AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cramer Rosenthal McGlynn's LAZ Position: Q3 2014 in Review

Cramer Rosenthal McGlynn sold out of Lazard (LAZ) in Q3 2014, closing a stake of 697,959 shares — an estimated $36M sold.

Cramer Rosenthal McGlynn first reported a position in LAZ in Q2 2013 and held it in 5 quarters. The position peaked at $142M in Q2 2013. 286 funds tracked by Wall St. Rank hold LAZ as of Q3 2014.

  • Cramer Rosenthal McGlynn reported no remaining Lazard position as of Q3 2014 after selling out during the quarter.
  • Cramer Rosenthal McGlynn sold 697,959 Lazard shares in Q3 2014, an estimated $36M.
  • Cramer Rosenthal McGlynn first reported a position in Lazard in Q2 2013 and held it in 5 quarters.
  • Cramer Rosenthal McGlynn's Lazard position peaked at $142M in Q2 2013.
  • 286 funds tracked by Wall St. Rank held Lazard as of Q3 2014.

Based on Cramer Rosenthal McGlynn's 13F filing for Q3 2014, filed 13 Nov 2014.