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Noesis Capital Mangement’s Lazard LAZ Stock Holding History

Noesis Capital Mangement’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
Q4 		– Sell
-5,691
Closed -$246K – 83
2015
Q3 		$246K Sell
5,691
-9,135
-62% -$471K 0.13% 73
2015
Q2 		$834K Buy
14,826
+1,514
+11% +$84.2K 0.36% 57
2015
Q1 		$700K Sell
13,312
-345
-3% -$17K 0.29% 69
2014
Q4 		$683K Buy
13,657
+116
+0.9% +$5.75K 0.29% 69
2014
Q3 		$687K Buy
+13,541
New +$710K 0.3% 68

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
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Noesis Capital Mangement's LAZ Position: Q4 2015 in Review

Noesis Capital Mangement sold out of Lazard (LAZ) in Q4 2015, closing a stake of 5,691 shares — an estimated $246K sold.

Noesis Capital Mangement first reported a position in LAZ in Q3 2014 and held it in 5 quarters. The position peaked at $834K in Q2 2015. 278 funds tracked by Wall St. Rank hold LAZ as of Q4 2015.

  • Noesis Capital Mangement reported no remaining Lazard position as of Q4 2015 after selling out during the quarter.
  • Noesis Capital Mangement sold 5,691 Lazard shares in Q4 2015, an estimated $246K.
  • Noesis Capital Mangement first reported a position in Lazard in Q3 2014 and held it in 5 quarters.
  • Noesis Capital Mangement's Lazard position peaked at $834K in Q2 2015.
  • 278 funds tracked by Wall St. Rank held Lazard as of Q4 2015.

Based on Noesis Capital Mangement's 13F filing for Q4 2015, filed 8 Feb 2016.