MPA
LAZ icon

Marvin & Palmer Associates’s Lazard LAZ Stock Holding History

Marvin & Palmer Associates’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
-25,420
Closed -$1.29M – 65
2014
Q3 		$1.29M Sell
25,420
-7,665
-23% -$402K 1.31% 34
2014
Q2 		$1.71M Buy
+33,085
New +$1.63M 1.48% 29

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 $865B AUM 30.76% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Marvin & Palmer Associates's LAZ Position: Q4 2014 in Review

Marvin & Palmer Associates sold out of Lazard (LAZ) in Q4 2014, closing a stake of 25,420 shares — an estimated $1.29M sold.

Marvin & Palmer Associates first reported a position in LAZ in Q2 2014 and held it in 2 quarters. The position peaked at $1.71M in Q2 2014. 304 funds tracked by Wall St. Rank hold LAZ as of Q4 2014.

  • Marvin & Palmer Associates reported no remaining Lazard position as of Q4 2014 after selling out during the quarter.
  • Marvin & Palmer Associates sold 25,420 Lazard shares in Q4 2014, an estimated $1.29M.
  • Marvin & Palmer Associates first reported a position in Lazard in Q2 2014 and held it in 2 quarters.
  • Marvin & Palmer Associates's Lazard position peaked at $1.71M in Q2 2014.
  • 304 funds tracked by Wall St. Rank held Lazard as of Q4 2014.

Based on Marvin & Palmer Associates's 13F filing for Q4 2014, filed 13 Feb 2015.