HL
LAZ icon

Harding Loevner’s Lazard LAZ Stock Holding History

Harding Loevner’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
-50
Closed -$1K – 94
2016
Q2 		$1K Hold
50
– – ﹤0.01% 88
2016
Q1 		$2K Buy
+50
New +$1.79K ﹤0.01% 89
2015
Q3 		– Sell
-3,178,287
Closed -$177M – 105
2015
Q2 		$177M Buy
+3,178,287
New +$177M 1.24% 31
2014
Q2 		– Sell
-3,592,932
Closed -$169M – 88
2014
Q1 		$169M Sell
3,592,932
-33,050
-0.9% -$1.49M 1.29% 33
2013
Q4 		$164M Buy
3,625,982
+126,474
+4% +$5.12M 1.27% 37
2013
Q3 		$126M Buy
3,499,508
+213,240
+6% +$7.57M 1.12% 39
2013
Q2 		$106M Buy
+3,286,268
New +$110M 1.02% 47

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $1.66T AUM 25.57% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Harding Loevner's LAZ Position: Q3 2016 in Review

Harding Loevner sold out of Lazard (LAZ) in Q3 2016, closing a stake of 50 shares — an estimated $1K sold.

Harding Loevner first reported a position in LAZ in Q2 2013 and held it in 7 quarters. The position peaked at $177M in Q2 2015. 248 funds tracked by Wall St. Rank hold LAZ as of Q3 2016.

  • Harding Loevner reported no remaining Lazard position as of Q3 2016 after selling out during the quarter.
  • Harding Loevner sold 50 Lazard shares in Q3 2016, an estimated $1K.
  • Harding Loevner first reported a position in Lazard in Q2 2013 and held it in 7 quarters.
  • Harding Loevner's Lazard position peaked at $177M in Q2 2015.
  • 248 funds tracked by Wall St. Rank held Lazard as of Q3 2016.

Based on Harding Loevner's 13F filing for Q3 2016, filed 11 Oct 2016.