NES
LAZ icon

New England Securities’s Lazard LAZ Stock Holding History

New England Securities’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 		$2K Sell
34
-9,823
-100% -$487K ﹤0.01% 1474
2014
Q3 		$500K Buy
9,857
+64
+0.7% +$3.35K 0.17% 141
2014
Q2 		$505K Buy
+9,793
New +$483K 0.18% 159

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

New England Securities's LAZ Position: Q4 2014 in Review

New England Securities reduced its Lazard (LAZ) stake by 100% in Q4 2014, selling an estimated $487K and leaving 34 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

New England Securities first reported a position in LAZ in Q2 2014 and has held it in 3 quarters since. The position peaked at $505K in Q2 2014. 304 funds tracked by Wall St. Rank hold LAZ as of Q4 2014.

  • New England Securities held 34 shares of Lazard worth $2K as of Q4 2014.
  • New England Securities sold 9,823 Lazard shares in Q4 2014, an estimated $487K.
  • Lazard made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1474 holding.
  • New England Securities first reported a position in Lazard in Q2 2014 and has held it in 3 quarters since.
  • New England Securities's Lazard position peaked at $505K in Q2 2014.
  • 304 funds tracked by Wall St. Rank held Lazard as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.