EAMA
LAZ icon

EFG Asset Management (Americas)’s Lazard LAZ Stock Holding History

EFG Asset Management (Americas)’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
Q2 		– Sell
-2,000
Closed -$105K – 127
2015
Q1 		$105K Hold
2,000
– – 0.08% 95
2014
Q4 		$100K Buy
+2,000
New +$99.2K 0.06% 127

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EFG Asset Management (Americas)'s LAZ Position: Q2 2015 in Review

EFG Asset Management (Americas) sold out of Lazard (LAZ) in Q2 2015, closing a stake of 2,000 shares — an estimated $105K sold.

EFG Asset Management (Americas) first reported a position in LAZ in Q4 2014 and held it in 2 quarters. The position peaked at $105K in Q1 2015. 290 funds tracked by Wall St. Rank hold LAZ as of Q2 2015.

  • EFG Asset Management (Americas) reported no remaining Lazard position as of Q2 2015 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 2,000 Lazard shares in Q2 2015, an estimated $105K.
  • EFG Asset Management (Americas) first reported a position in Lazard in Q4 2014 and held it in 2 quarters.
  • EFG Asset Management (Americas)'s Lazard position peaked at $105K in Q1 2015.
  • 290 funds tracked by Wall St. Rank held Lazard as of Q2 2015.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2015, filed 13 Aug 2015.