MDSL
LAZ icon

M.D. Sass LLC’s Lazard LAZ Stock Holding History

M.D. Sass LLC’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
2016
Q1 		– Sell
-80,017
Closed -$3.6M – 57
2015
Q4 		$3.6M Buy
80,017
+6
+0% +$275 0.2% 50
2015
Q3 		$3.46M Sell
80,011
-296
-0.4% -$15.3K 0.19% 58
2015
Q2 		$4.52M Sell
80,307
-1,093
-1% -$60.8K 0.22% 44
2015
Q1 		$4.28M Buy
+81,400
New +$4.01M 0.22% 46

Other funds holding LAZ

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

M.D. Sass LLC's LAZ Position: Q1 2016 in Review

M.D. Sass LLC sold out of Lazard (LAZ) in Q1 2016, closing a stake of 80,017 shares — an estimated $3.6M sold.

M.D. Sass LLC first reported a position in LAZ in Q1 2015 and held it in 4 quarters. The position peaked at $4.52M in Q2 2015. 270 funds tracked by Wall St. Rank hold LAZ as of Q1 2016.

  • M.D. Sass LLC reported no remaining Lazard position as of Q1 2016 after selling out during the quarter.
  • M.D. Sass LLC sold 80,017 Lazard shares in Q1 2016, an estimated $3.6M.
  • M.D. Sass LLC first reported a position in Lazard in Q1 2015 and held it in 4 quarters.
  • M.D. Sass LLC's Lazard position peaked at $4.52M in Q2 2015.
  • 270 funds tracked by Wall St. Rank held Lazard as of Q1 2016.

Based on M.D. Sass LLC's 13F filing for Q1 2016, filed 13 May 2016.