Piermont Capital Management’s Lazard LAZ Stock Holding History

Piermont 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
2018 Q3	–	Sell	-10,620	Closed	-$519K	–	167
2018 Q2	$519K	Hold	10,620	–	–	0.16%	145
2018 Q1	$558K	Buy	10,620 +720	+7%	+$39.9K	0.19%	144
2017 Q4	$520K	Hold	9,900	–	–	0.17%	154
2017 Q3	$448K	Sell	9,900 -5,650	-36%	-$251K	0.15%	178
2017 Q2	$720K	Buy	+15,550	New	+$697K	0.21%	194
2015 Q2	–	Sell	-7,730	Closed	-$407K	–	239
2015 Q1	$407K	Buy	+7,730	New	+$381K	0.12%	183

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Piermont Capital Management's LAZ Position: Q3 2018 in Review

Piermont Capital Management sold out of Lazard (LAZ) in Q3 2018, closing a stake of 10,620 shares — an estimated $519K sold.

Piermont Capital Management first reported a position in LAZ in Q1 2015 and held it in 6 quarters. The position peaked at $720K in Q2 2017. 324 funds tracked by Wall St. Rank hold LAZ as of Q3 2018.

Piermont Capital Management reported no remaining Lazard position as of Q3 2018 after selling out during the quarter.
Piermont Capital Management sold 10,620 Lazard shares in Q3 2018, an estimated $519K.
Piermont Capital Management first reported a position in Lazard in Q1 2015 and held it in 6 quarters.
Piermont Capital Management's Lazard position peaked at $720K in Q2 2017.
324 funds tracked by Wall St. Rank held Lazard as of Q3 2018.

Based on Piermont Capital Management's 13F filing for Q3 2018, filed 6 Nov 2018.