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Nicholas Investment Partners’s Lazard LAZ Stock Holding History

Nicholas Investment Partners’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
-103,867
Closed -$4.67M – 321
2015
Q4 		$4.67M Sell
103,867
-40,230
-28% -$1.84M 0.32% 115
2015
Q3 		$6.24M Sell
144,097
-388
-0.3% -$20K 0.45% 67
2015
Q2 		$8.13M Buy
144,485
+8,052
+6% +$448K 0.52% 46
2015
Q1 		$7.17M Buy
136,433
+10,939
+9% +$539K 0.45% 61
2014
Q4 		$6.28M Sell
125,494
-8,216
-6% -$407K 0.39% 80
2014
Q3 		$6.78M Buy
+133,710
New +$7.01M 0.42% 46

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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 $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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $295B AUM 31.6% 1-Year Est. Return

Nicholas Investment Partners's LAZ Position: Q1 2016 in Review

Nicholas Investment Partners sold out of Lazard (LAZ) in Q1 2016, closing a stake of 103,867 shares — an estimated $4.67M sold.

Nicholas Investment Partners first reported a position in LAZ in Q3 2014 and held it in 6 quarters. The position peaked at $8.13M in Q2 2015. 270 funds tracked by Wall St. Rank hold LAZ as of Q1 2016.

  • Nicholas Investment Partners reported no remaining Lazard position as of Q1 2016 after selling out during the quarter.
  • Nicholas Investment Partners sold 103,867 Lazard shares in Q1 2016, an estimated $4.67M.
  • Nicholas Investment Partners first reported a position in Lazard in Q3 2014 and held it in 6 quarters.
  • Nicholas Investment Partners's Lazard position peaked at $8.13M in Q2 2015.
  • 270 funds tracked by Wall St. Rank held Lazard as of Q1 2016.

Based on Nicholas Investment Partners's 13F filing for Q1 2016, filed 13 May 2016.