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New Vernon Investment Management’s Lazard LAZ Stock Holding History

New Vernon Investment 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
2014
Q4 		– Sell
-9,000
Closed -$456K – 64
2014
Q3 		$456K Sell
9,000
-11,000
-55% -$576K 0.37% 42
2014
Q2 		$1.03M Buy
+20,000
New +$986K 0.71% 40

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 Vernon Investment Management's LAZ Position: Q4 2014 in Review

New Vernon Investment Management sold out of Lazard (LAZ) in Q4 2014, closing a stake of 9,000 shares — an estimated $456K sold.

New Vernon Investment Management first reported a position in LAZ in Q2 2014 and held it in 2 quarters. The position peaked at $1.03M in Q2 2014. 304 funds tracked by Wall St. Rank hold LAZ as of Q4 2014.

  • New Vernon Investment Management reported no remaining Lazard position as of Q4 2014 after selling out during the quarter.
  • New Vernon Investment Management sold 9,000 Lazard shares in Q4 2014, an estimated $456K.
  • New Vernon Investment Management first reported a position in Lazard in Q2 2014 and held it in 2 quarters.
  • New Vernon Investment Management's Lazard position peaked at $1.03M in Q2 2014.
  • 304 funds tracked by Wall St. Rank held Lazard as of Q4 2014.

Based on New Vernon Investment Management's 13F filing for Q4 2014, filed 17 Feb 2015.