Hilltop Holdings’s Lazard LAZ Stock Holding History

Hilltop Holdings’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 Q4	–	Sell	-3,963	Closed	-$201K	–	205
2014 Q3	$201K	Buy	+3,963	New	+$208K	0.09%	187

Other funds holding LAZ

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Hilltop Holdings's LAZ Position: Q4 2014 in Review

Hilltop Holdings sold out of Lazard (LAZ) in Q4 2014, closing a stake of 3,963 shares — an estimated $201K sold.

Hilltop Holdings first reported a position in LAZ in Q3 2014 and held it in 1 quarter. The position peaked at $201K in Q3 2014. 304 funds tracked by Wall St. Rank hold LAZ as of Q4 2014.

Hilltop Holdings reported no remaining Lazard position as of Q4 2014 after selling out during the quarter.
Hilltop Holdings sold 3,963 Lazard shares in Q4 2014, an estimated $201K.
Hilltop Holdings first reported a position in Lazard in Q3 2014 and held it in 1 quarter.
Hilltop Holdings's Lazard position peaked at $201K in Q3 2014.
304 funds tracked by Wall St. Rank held Lazard as of Q4 2014.

Based on Hilltop Holdings's 13F filing for Q4 2014, filed 17 Feb 2015.