EWM
LAZ icon

Evercore Wealth Management’s Lazard LAZ Stock Holding History

Evercore Wealth 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
Q3 		– Sell
-45
Closed -$1K – 1039
2016
Q2 		$1K Sell
45
-60
-57% -$2.08K ﹤0.01% 1005
2016
Q1 		$4K Hold
105
– – ﹤0.01% 880
2015
Q4 		$5K Buy
+105
New +$4.81K ﹤0.01% 915

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Evercore Wealth Management's LAZ Position: Q3 2016 in Review

Evercore Wealth Management sold out of Lazard (LAZ) in Q3 2016, closing a stake of 45 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in LAZ in Q4 2015 and held it in 3 quarters. The position peaked at $5K in Q4 2015. 249 funds tracked by Wall St. Rank hold LAZ as of Q3 2016.

  • Evercore Wealth Management reported no remaining Lazard position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 45 Lazard shares in Q3 2016, an estimated $1K.
  • Evercore Wealth Management first reported a position in Lazard in Q4 2015 and held it in 3 quarters.
  • Evercore Wealth Management's Lazard position peaked at $5K in Q4 2015.
  • 249 funds tracked by Wall St. Rank held Lazard as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.