Monarch Partners Asset Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-311,317
| Closed | -$14M | – | 163 |
|
|
2015
Q4 | $14M | Buy |
+311,317
| New | +$14M | 1.46% | 14 |
|
|
2015
Q3 | – | Sell |
-171,552
| Closed | -$9.65M | – | 183 |
|
|
2015
Q2 | $9.65M | Buy |
+171,552
| New | +$9.65M | 1.31% | 17 |
|
|
2014
Q2 | – | Sell |
-38,015
| Closed | -$1.79M | – | 131 |
|
|
2014
Q1 | $1.79M | Sell |
38,015
-4,525
| -11% | -$213K | 0.65% | 70 |
|
|
2013
Q4 | $1.93M | Buy |
+42,540
| New | +$1.93M | 0.71% | 63 |
|
|
2013
Q3 | – | Sell |
-6,900
| Closed | -$222K | – | 120 |
|
|
2013
Q2 | $222K | Buy |
+6,900
| New | +$222K | 0.14% | 95 |
|