HJMC
LAZ icon

Hellman Jordan Management Company’s Lazard LAZ Stock Holding History

Hellman Jordan Management Company’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
Q4 		$1.26M Hold
30,591
– – 1.72% 19
2016
Q3 		$1.11M Buy
30,591
+9,924
+48% +$347K 1.13% 29
2016
Q2 		$615K Sell
20,667
-6,058
-23% -$210K 1.24% 26
2016
Q1 		$1.04M Sell
26,725
-299,285
-92% -$10.7M 2.64% 19
2015
Q4 		$14.7M Sell
326,010
-7,231
-2% -$331K 3.54% 7
2015
Q3 		$14.4M Buy
333,241
+26,092
+8% +$1.34M 3.57% 5
2015
Q2 		$17.3M Sell
307,149
-30,001
-9% -$1.67M 3.94% 3
2015
Q1 		$17.7M Buy
337,150
+161
+0% +$7.93K 3.23% 5
2014
Q4 		$16.9M Sell
336,989
-34,762
-9% -$1.72M 3.14% 6
2014
Q3 		$18.8M Sell
371,751
-40,000
-10% -$2.1M 3.58% 3
2014
Q2 		$21.2M Buy
411,751
+68,139
+20% +$3.36M 4.25% 2
2014
Q1 		$16.2M Buy
+343,612
New +$15.5M 3.42% 4

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Goldman Sachs
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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
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return