NERM
LAZ icon

New England Research & Management’s Lazard LAZ Stock Holding History

New England Research & Management’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
-4,750
Closed -$214K – 169
2015
Q4 		$214K Buy
+4,750
New +$218K 0.19% 150
2015
Q3 		– Sell
-13,053
Closed -$734K – 179
2015
Q2 		$734K Sell
13,053
-5,950
-31% -$331K 0.6% 63
2015
Q1 		$999K Buy
19,003
+838
+5% +$41.3K 0.86% 31
2014
Q4 		$909K Buy
+18,165
New +$901K 0.78% 38

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

New England Research & Management's LAZ Position: Q1 2016 in Review

New England Research & Management sold out of Lazard (LAZ) in Q1 2016, closing a stake of 4,750 shares — an estimated $214K sold.

New England Research & Management first reported a position in LAZ in Q4 2014 and held it in 4 quarters. The position peaked at $999K in Q1 2015. 270 funds tracked by Wall St. Rank hold LAZ as of Q1 2016.

  • New England Research & Management reported no remaining Lazard position as of Q1 2016 after selling out during the quarter.
  • New England Research & Management sold 4,750 Lazard shares in Q1 2016, an estimated $214K.
  • New England Research & Management first reported a position in Lazard in Q4 2014 and held it in 4 quarters.
  • New England Research & Management's Lazard position peaked at $999K in Q1 2015.
  • 270 funds tracked by Wall St. Rank held Lazard as of Q1 2016.

Based on New England Research & Management's 13F filing for Q1 2016, filed 6 Apr 2016.