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Invictus RG (Singapore)’s Lazard LAZ Stock Holding History

Invictus RG (Singapore)’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
2015
Q4 		– Sell
-211
Closed -$9K – 233
2015
Q3 		$9K Buy
+211
New +$10.9K 0.01% 580
2015
Q1 		– Sell
-401
Closed -$20K – 646
2014
Q4 		$20K Sell
401
-207
-34% -$10.3K 0.02% 479
2014
Q3 		$31K Buy
608
+337
+124% +$17.7K 0.04% 385
2014
Q2 		$14K Buy
+271
New +$13.4K 0.01% 583
2013
Q3 		– Sell
-22
Closed -$1K – 632
2013
Q2 		$1K Buy
+22
New +$735 ﹤0.01% 587

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invictus RG (Singapore)'s LAZ Position: Q4 2015 in Review

Invictus RG (Singapore) sold out of Lazard (LAZ) in Q4 2015, closing a stake of 211 shares — an estimated $9K sold.

Invictus RG (Singapore) first reported a position in LAZ in Q2 2013 and held it in 5 quarters. The position peaked at $31K in Q3 2014. 278 funds tracked by Wall St. Rank hold LAZ as of Q4 2015.

  • Invictus RG (Singapore) reported no remaining Lazard position as of Q4 2015 after selling out during the quarter.
  • Invictus RG (Singapore) sold 211 Lazard shares in Q4 2015, an estimated $9K.
  • Invictus RG (Singapore) first reported a position in Lazard in Q2 2013 and held it in 5 quarters.
  • Invictus RG (Singapore)'s Lazard position peaked at $31K in Q3 2014.
  • 278 funds tracked by Wall St. Rank held Lazard as of Q4 2015.

Based on Invictus RG (Singapore)'s 13F filing for Q4 2015.