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Insight Capital Research & Management’s Lazard LAZ Stock Holding History

Insight Capital Research & Management’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
-5,354
Closed -$271K – 138
2014
Q3 		$271K Sell
5,354
-38
-0.7% -$1.99K 0.07% 113
2014
Q2 		$278K Sell
5,392
-547
-9% -$27K 0.06% 112
2014
Q1 		$280K Sell
5,939
-609
-9% -$27.4K 0.06% 121
2013
Q4 		$297K Sell
6,548
-612
-9% -$24.8K 0.07% 133
2013
Q3 		$277K Sell
7,160
-18
-0.3% -$639 0.07% 145
2013
Q2 		$231K Buy
+7,178
New +$240K 0.06% 176

Other funds holding LAZ

Vanguard Group
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
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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
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

Insight Capital Research & Management's LAZ Position: Q4 2014 in Review

Insight Capital Research & Management sold out of Lazard (LAZ) in Q4 2014, closing a stake of 5,354 shares — an estimated $271K sold.

Insight Capital Research & Management first reported a position in LAZ in Q2 2013 and held it in 6 quarters. The position peaked at $297K in Q4 2013. 304 funds tracked by Wall St. Rank hold LAZ as of Q4 2014.

  • Insight Capital Research & Management reported no remaining Lazard position as of Q4 2014 after selling out during the quarter.
  • Insight Capital Research & Management sold 5,354 Lazard shares in Q4 2014, an estimated $271K.
  • Insight Capital Research & Management first reported a position in Lazard in Q2 2013 and held it in 6 quarters.
  • Insight Capital Research & Management's Lazard position peaked at $297K in Q4 2013.
  • 304 funds tracked by Wall St. Rank held Lazard as of Q4 2014.

Based on Insight Capital Research & Management's 13F filing for Q4 2014, filed 10 Feb 2015.