NP
LAZ icon

Nelson Peltz’s Lazard LAZ Stock Holding History

Nelson Peltz’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
Q1 		– Sell
-4,973,851
Closed -$249M – 11
2014
Q4 		$249M Hold
4,973,851
– – 2.64% 9
2014
Q3 		$252M Sell
4,973,851
-1,632,689
-25% -$85.6M 3.31% 9
2014
Q2 		$341M Hold
6,606,540
– – 5.01% 9
2014
Q1 		$311M Sell
6,606,540
-95,840
-1% -$4.31M 5.1% 9
2013
Q4 		$304M Hold
6,702,380
– – 5.12% 8
2013
Q3 		$241M Hold
6,702,380
– – 4.42% 8
2013
Q2 		$215M Buy
+6,702,380
New +$224M 4.24% 8

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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Nelson Peltz's LAZ Position: Q1 2015 in Review

Nelson Peltz sold out of Lazard (LAZ) in Q1 2015, closing a stake of 4,973,851 shares — an estimated $249M sold.

Nelson Peltz first reported a position in LAZ in Q2 2013 and held it in 7 quarters. The position peaked at $341M in Q2 2014. 286 funds tracked by Wall St. Rank hold LAZ as of Q1 2015.

  • Nelson Peltz reported no remaining Lazard position as of Q1 2015 after selling out during the quarter.
  • Nelson Peltz sold 4,973,851 Lazard shares in Q1 2015, an estimated $249M.
  • Nelson Peltz first reported a position in Lazard in Q2 2013 and held it in 7 quarters.
  • Nelson Peltz's Lazard position peaked at $341M in Q2 2014.
  • 286 funds tracked by Wall St. Rank held Lazard as of Q1 2015.

Based on Trian Fund Management's 13F filing for Q1 2015, filed 15 May 2015.