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Perkins Investment Management’s Lazard LAZ Stock Holding History

Perkins 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
2016
Q2 		– Sell
-832,756
Closed -$32.3M – 235
2016
Q1 		$32.3M Hold
832,756
– – 0.49% 80
2015
Q4 		$37.5M Buy
+832,756
New +$38.2M 0.55% 67
2014
Q1 		– Sell
-443,362
Closed -$20.1M – 270
2013
Q4 		$20.1M Sell
443,362
-405,763
-48% -$16.4M 0.14% 153
2013
Q3 		$30.6M Buy
849,125
+68,200
+9% +$2.42M 0.21% 128
2013
Q2 		$25.1M Buy
+780,925
New +$26.1M 0.17% 143

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
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 $25.2B AUM 30.31% 1-Year Est. Return

Perkins Investment Management's LAZ Position: Q2 2016 in Review

Perkins Investment Management sold out of Lazard (LAZ) in Q2 2016, closing a stake of 832,756 shares — an estimated $32.3M sold.

Perkins Investment Management first reported a position in LAZ in Q2 2013 and held it in 5 quarters. The position peaked at $37.5M in Q4 2015. 251 funds tracked by Wall St. Rank hold LAZ as of Q2 2016.

  • Perkins Investment Management reported no remaining Lazard position as of Q2 2016 after selling out during the quarter.
  • Perkins Investment Management sold 832,756 Lazard shares in Q2 2016, an estimated $32.3M.
  • Perkins Investment Management first reported a position in Lazard in Q2 2013 and held it in 5 quarters.
  • Perkins Investment Management's Lazard position peaked at $37.5M in Q4 2015.
  • 251 funds tracked by Wall St. Rank held Lazard as of Q2 2016.

Based on Perkins Investment Management's 13F filing for Q2 2016, filed 15 Aug 2016.