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LMCG Investments’s Lazard LAZ Stock Holding History

LMCG Investments’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
Q3 		$5.47M Buy
126,219
+12,086
+11% +$623K 0.12% 299
2015
Q2 		$6.42M Buy
114,133
+336
+0.3% +$18.7K 0.14% 277
2015
Q1 		$5.99M Buy
+113,797
New +$5.61M 0.13% 287

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
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
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
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LMCG Investments's LAZ Position: Q3 2015 in Review

LMCG Investments increased its Lazard (LAZ) stake by 11% in Q3 2015, buying an estimated $623K and bringing the position to 126,219 shares worth $5.47M. The position accounts for 0.12% of the portfolio, ranked #299.

LMCG Investments first reported a position in LAZ in Q1 2015 and has held it in 3 quarters since. The position peaked at $6.42M in Q2 2015. 279 funds tracked by Wall St. Rank hold LAZ as of Q3 2015.

  • LMCG Investments held 126,219 shares of Lazard worth $5.47M as of Q3 2015.
  • LMCG Investments bought 12,086 Lazard shares in Q3 2015, an estimated $623K.
  • Lazard made up 0.12% of LMCG Investments's portfolio in Q3 2015, its #299 holding.
  • LMCG Investments first reported a position in Lazard in Q1 2015 and has held it in 3 quarters since.
  • LMCG Investments's Lazard position peaked at $6.42M in Q2 2015.
  • 279 funds tracked by Wall St. Rank held Lazard as of Q3 2015.

Based on LMCG Investments's 13F filing for Q3 2015, filed 4 Nov 2015.