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Montag & Caldwell’s Lazard LAZ Stock Holding History

Montag & Caldwell’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
Q2 		– Sell
-10,799
Closed -$419K – 99
2016
Q1 		$419K Buy
10,799
+8
+0.1% +$287 0.01% 83
2015
Q4 		$486K Buy
10,791
+211
+2% +$9.67K 0.01% 76
2015
Q3 		$458K Buy
10,580
+250
+2% +$12.9K 0.01% 74
2015
Q2 		$581K Buy
+10,330
New +$575K 0.01% 74

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Montag & Caldwell's LAZ Position: Q2 2016 in Review

Montag & Caldwell sold out of Lazard (LAZ) in Q2 2016, closing a stake of 10,799 shares — an estimated $419K sold.

Montag & Caldwell first reported a position in LAZ in Q2 2015 and held it in 4 quarters. The position peaked at $581K in Q2 2015. 251 funds tracked by Wall St. Rank hold LAZ as of Q2 2016.

  • Montag & Caldwell reported no remaining Lazard position as of Q2 2016 after selling out during the quarter.
  • Montag & Caldwell sold 10,799 Lazard shares in Q2 2016, an estimated $419K.
  • Montag & Caldwell first reported a position in Lazard in Q2 2015 and held it in 4 quarters.
  • Montag & Caldwell's Lazard position peaked at $581K in Q2 2015.
  • 251 funds tracked by Wall St. Rank held Lazard as of Q2 2016.

Based on Montag & Caldwell's 13F filing for Q2 2016, filed 28 Jul 2016.