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Piershale Financial Group’s Lazard LAZ Stock Holding History

Piershale Financial Group’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
-38,440
Closed -$1.92M – 152
2014
Q4 		$1.92M Buy
38,440
+3,029
+9% +$150K 1.25% 20
2014
Q3 		$1.79M Buy
+35,411
New +$1.86M 1.44% 24

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 $10B AUM 42.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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

Piershale Financial Group's LAZ Position: Q1 2015 in Review

Piershale Financial Group sold out of Lazard (LAZ) in Q1 2015, closing a stake of 38,440 shares — an estimated $1.92M sold.

Piershale Financial Group first reported a position in LAZ in Q3 2014 and held it in 2 quarters. The position peaked at $1.92M in Q4 2014. 286 funds tracked by Wall St. Rank hold LAZ as of Q1 2015.

  • Piershale Financial Group reported no remaining Lazard position as of Q1 2015 after selling out during the quarter.
  • Piershale Financial Group sold 38,440 Lazard shares in Q1 2015, an estimated $1.92M.
  • Piershale Financial Group first reported a position in Lazard in Q3 2014 and held it in 2 quarters.
  • Piershale Financial Group's Lazard position peaked at $1.92M in Q4 2014.
  • 286 funds tracked by Wall St. Rank held Lazard as of Q1 2015.

Based on Piershale Financial Group's 13F filing for Q1 2015, filed 15 Apr 2015.