KPCM
LAZ icon

Kings Point Capital Management’s Lazard LAZ Stock Holding History

Kings Point Capital 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
Q1 		– Sell
-2,500
Closed -$113K – 282
2013
Q4 		$113K Hold
2,500
– – 0.04% 119
2013
Q3 		$90K Hold
2,500
– – 0.03% 136
2013
Q2 		$80K Buy
+2,500
New +$83.6K 0.03% 152

Other funds holding LAZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kings Point Capital Management's LAZ Position: Q1 2014 in Review

Kings Point Capital Management sold out of Lazard (LAZ) in Q1 2014, closing a stake of 2,500 shares — an estimated $113K sold.

Kings Point Capital Management first reported a position in LAZ in Q2 2013 and held it in 3 quarters. The position peaked at $113K in Q4 2013. 243 funds tracked by Wall St. Rank hold LAZ as of Q1 2014.

  • Kings Point Capital Management reported no remaining Lazard position as of Q1 2014 after selling out during the quarter.
  • Kings Point Capital Management sold 2,500 Lazard shares in Q1 2014, an estimated $113K.
  • Kings Point Capital Management first reported a position in Lazard in Q2 2013 and held it in 3 quarters.
  • Kings Point Capital Management's Lazard position peaked at $113K in Q4 2013.
  • 243 funds tracked by Wall St. Rank held Lazard as of Q1 2014.

Based on Kings Point Capital Management's 13F filing for Q1 2014, filed 12 May 2014.