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IBM Retirement Fund’s Lazard LAZ Stock Holding History

IBM Retirement Fund’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
2017
Q1 		– Sell
-10,217
Closed -$420K – 561
2016
Q4 		$420K Sell
10,217
-1,868
-15% -$72.6K 0.02% 643
2016
Q3 		$439K Sell
12,085
-785
-6% -$27.4K 0.02% 687
2016
Q2 		$383K Buy
12,870
+100
+0.8% +$3.47K 0.01% 770
2016
Q1 		$495K Sell
12,770
-17,143
-57% -$615K 0.02% 656
2015
Q4 		$1.35M Buy
29,913
+2,988
+11% +$137K 0.03% 635
2015
Q3 		$1.17M Sell
26,925
-2,325
-8% -$120K 0.02% 599
2015
Q2 		$1.65M Sell
29,250
-32
-0.1% -$1.78K 0.03% 569
2015
Q1 		$1.54M Hold
29,282
– – 0.03% 587
2014
Q4 		$1.47M Buy
29,282
+2,748
+10% +$136K 0.03% 589
2014
Q3 		$1.34M Sell
26,534
-3,814
-13% -$200K 0.03% 562
2014
Q2 		$1.58M Sell
30,348
-949
-3% -$46.8K 0.03% 577
2014
Q1 		$1.49M Sell
31,297
-17,586
-36% -$792K 0.03% 587
2013
Q4 		$2.22M Sell
48,883
-3,584
-7% -$145K 0.03% 581
2013
Q3 		$1.89M Sell
52,467
-6,928
-12% -$246K 0.03% 650
2013
Q2 		$1.91M Buy
+59,395
New +$1.99M 0.02% 669

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.62B AUM 39.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

IBM Retirement Fund's LAZ Position: Q1 2017 in Review

IBM Retirement Fund sold out of Lazard (LAZ) in Q1 2017, closing a stake of 10,217 shares — an estimated $420K sold.

IBM Retirement Fund first reported a position in LAZ in Q2 2013 and held it in 15 quarters. The position peaked at $2.22M in Q4 2013. 285 funds tracked by Wall St. Rank hold LAZ as of Q1 2017.

  • IBM Retirement Fund reported no remaining Lazard position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 10,217 Lazard shares in Q1 2017, an estimated $420K.
  • IBM Retirement Fund first reported a position in Lazard in Q2 2013 and held it in 15 quarters.
  • IBM Retirement Fund's Lazard position peaked at $2.22M in Q4 2013.
  • 285 funds tracked by Wall St. Rank held Lazard as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.