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Placemark Investments’s Lazard LAZ Stock Holding History

Placemark Investments’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
2014
Q4 		$425K Sell
8,490
-4,642
-35% -$230K 0.01% 1253
2014
Q3 		$663K Buy
13,132
+126
+1% +$6.6K 0.01% 1054
2014
Q2 		$672K Buy
13,006
+1,537
+13% +$75.7K 0.01% 1052
2014
Q1 		$539K Sell
11,469
-3,078
-21% -$139K 0.01% 1092
2013
Q4 		$659K Sell
14,547
-4,528
-24% -$183K 0.01% 1026
2013
Q3 		$688K Buy
19,075
+196
+1% +$6.96K 0.01% 959
2013
Q2 		$607K Buy
+18,879
New +$631K 0.01% 962

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Placemark Investments's LAZ Position: Q4 2014 in Review

Placemark Investments reduced its Lazard (LAZ) stake by 35% in Q4 2014, selling an estimated $230K and leaving 8,490 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #1253.

Placemark Investments first reported a position in LAZ in Q2 2013 and has held it in 7 quarters since. The position peaked at $688K in Q3 2013. 304 funds tracked by Wall St. Rank hold LAZ as of Q4 2014.

  • Placemark Investments held 8,490 shares of Lazard worth $425K as of Q4 2014.
  • Placemark Investments sold 4,642 Lazard shares in Q4 2014, an estimated $230K.
  • Lazard made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1253 holding.
  • Placemark Investments first reported a position in Lazard in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Lazard position peaked at $688K in Q3 2013.
  • 304 funds tracked by Wall St. Rank held Lazard as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.