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New Jersey Better Educational Savings Trust’s Lazard LAZ Stock Holding History

New Jersey Better Educational Savings Trust’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
-21,000
Closed -$815K – 201
2016
Q1 		$815K Hold
21,000
– – 0.57% 46
2015
Q4 		$945K Hold
21,000
– – 0.64% 36
2015
Q3 		$909K Hold
21,000
– – 0.65% 43
2015
Q2 		$1.18M Sell
21,000
-3,000
-13% -$167K 0.77% 28
2015
Q1 		$1.26M Buy
+24,000
New +$1.18M 0.55% 49

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AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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 $408B AUM 30.18% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New Jersey Better Educational Savings Trust's LAZ Position: Q2 2016 in Review

New Jersey Better Educational Savings Trust sold out of Lazard (LAZ) in Q2 2016, closing a stake of 21,000 shares — an estimated $815K sold.

New Jersey Better Educational Savings Trust first reported a position in LAZ in Q1 2015 and held it in 5 quarters. The position peaked at $1.26M in Q1 2015. 251 funds tracked by Wall St. Rank hold LAZ as of Q2 2016.

  • New Jersey Better Educational Savings Trust reported no remaining Lazard position as of Q2 2016 after selling out during the quarter.
  • New Jersey Better Educational Savings Trust sold 21,000 Lazard shares in Q2 2016, an estimated $815K.
  • New Jersey Better Educational Savings Trust first reported a position in Lazard in Q1 2015 and held it in 5 quarters.
  • New Jersey Better Educational Savings Trust's Lazard position peaked at $1.26M in Q1 2015.
  • 251 funds tracked by Wall St. Rank held Lazard as of Q2 2016.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q2 2016, filed 2 Aug 2016.