Picton Mahoney Asset Management’s Lazard LAZ Stock Holding History

Picton Mahoney Asset 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	-124,500	Closed	-$6.23M	–	324
2014 Q4	$6.23M	Sell	124,500 -20,800	-14%	-$1.03M	0.3%	99
2014 Q3	$7.37K	Buy	145,300 +22,400	+18%	+$1.17M	0.4%	87
2014 Q2	$6.34K	Buy	+122,900	New	+$6.06M	0.37%	91

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 $8.93B AUM 29.58% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Picton Mahoney Asset Management's LAZ Position: Q1 2015 in Review

Picton Mahoney Asset Management sold out of Lazard (LAZ) in Q1 2015, closing a stake of 124,500 shares — an estimated $6.23M sold.

Picton Mahoney Asset Management first reported a position in LAZ in Q2 2014 and held it in 3 quarters. The position peaked at $6.23M in Q4 2014. 286 funds tracked by Wall St. Rank hold LAZ as of Q1 2015.

Picton Mahoney Asset Management reported no remaining Lazard position as of Q1 2015 after selling out during the quarter.
Picton Mahoney Asset Management sold 124,500 Lazard shares in Q1 2015, an estimated $6.23M.
Picton Mahoney Asset Management first reported a position in Lazard in Q2 2014 and held it in 3 quarters.
Picton Mahoney Asset Management's Lazard position peaked at $6.23M in Q4 2014.
286 funds tracked by Wall St. Rank held Lazard as of Q1 2015.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2015, filed 29 Apr 2015.