Nine Chapters Capital Management’s Lazard LAZ Stock Holding History

Nine Chapters Capital 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
2015 Q1	–	Sell	-22,300	Closed	-$1.12M	–	1058
2014 Q4	$1.12M	Sell	22,300 -33,000	-60%	-$1.64M	0.1%	303
2014 Q3	$2.8M	Sell	55,300 -5,200	-9%	-$273K	0.25%	103
2014 Q2	$3.12M	Buy	60,500 +37,700	+165%	+$1.86M	0.26%	99
2014 Q1	$1.07M	Buy	+22,800	New	+$1.03M	0.13%	239

Other funds holding LAZ

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Nine Chapters Capital Management's LAZ Position: Q1 2015 in Review

Nine Chapters Capital Management sold out of Lazard (LAZ) in Q1 2015, closing a stake of 22,300 shares — an estimated $1.12M sold.

Nine Chapters Capital Management first reported a position in LAZ in Q1 2014 and held it in 4 quarters. The position peaked at $3.12M in Q2 2014. 286 funds tracked by Wall St. Rank hold LAZ as of Q1 2015.

Nine Chapters Capital Management reported no remaining Lazard position as of Q1 2015 after selling out during the quarter.
Nine Chapters Capital Management sold 22,300 Lazard shares in Q1 2015, an estimated $1.12M.
Nine Chapters Capital Management first reported a position in Lazard in Q1 2014 and held it in 4 quarters.
Nine Chapters Capital Management's Lazard position peaked at $3.12M in Q2 2014.
286 funds tracked by Wall St. Rank held Lazard as of Q1 2015.

Based on Nine Chapters Capital Management's 13F filing for Q1 2015, filed 15 May 2015.