GlobalBridge’s Lazard LAZ Stock Holding History

GlobalBridge’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 Q1	$660K	Buy	14,014 +5,338	+62%	+$240K	0.31%	121
2013 Q4	$393K	Buy	8,676 +1,057	+14%	+$42.8K	0.2%	179
2013 Q3	$274K	Buy	+7,619	New	+$270K	0.15%	224

Other funds holding LAZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GlobalBridge's LAZ Position: Q1 2014 in Review

GlobalBridge increased its Lazard (LAZ) stake by 62% in Q1 2014, buying an estimated $240K and bringing the position to 14,014 shares worth $660K. The position accounts for 0.31% of the portfolio, ranked #121.

GlobalBridge first reported a position in LAZ in Q3 2013 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold LAZ as of Q1 2014.

GlobalBridge held 14,014 shares of Lazard worth $660K as of Q1 2014.
GlobalBridge bought 5,338 Lazard shares in Q1 2014, an estimated $240K.
Lazard made up 0.31% of GlobalBridge's portfolio in Q1 2014, its #121 holding.
GlobalBridge first reported a position in Lazard in Q3 2013 and has held it in 3 quarters since.
243 funds tracked by Wall St. Rank held Lazard as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.