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Polar Capital’s Lazard LAZ Stock Holding History

Polar Capital’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
2017
Q1 		– Sell
-352,676
Closed -$14.5M – 260
2016
Q4 		$14.5M Sell
352,676
-5,354
-1% -$208K 0.23% 131
2016
Q3 		$13M Sell
358,030
-17,470
-5% -$611K 0.22% 130
2016
Q2 		$11.2M Sell
375,500
-493,099
-57% -$17.1M 0.21% 127
2016
Q1 		$33.7M Sell
868,599
-91,153
-9% -$3.27M 0.63% 46
2015
Q4 		$43.2M Buy
959,752
+131,725
+16% +$6.03M 0.78% 41
2015
Q3 		$35.9M Sell
828,027
-129,555
-14% -$6.67M 0.73% 40
2015
Q2 		$53.9M Sell
957,582
-209,530
-18% -$11.7M 1.04% 20
2015
Q1 		$61.4M Buy
1,167,112
+62,510
+6% +$3.08M 1.16% 17
2014
Q4 		$55.3M Buy
1,104,602
+6,693
+0.6% +$332K 1.08% 27
2014
Q3 		$55.7M Buy
1,097,909
+82,420
+8% +$4.32M 1.17% 17
2014
Q2 		$52.4M Sell
1,015,489
-79,004
-7% -$3.89M 1.11% 15
2014
Q1 		$51.5M Buy
1,094,493
+232,277
+27% +$10.5M 1.18% 18
2013
Q4 		$39.1M Buy
862,216
+264,860
+44% +$10.7M 0.93% 23
2013
Q3 		$21.5K Buy
+597,356
New +$21.2M 0.57% 45

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Polar Capital's LAZ Position: Q1 2017 in Review

Polar Capital sold out of Lazard (LAZ) in Q1 2017, closing a stake of 352,676 shares — an estimated $14.5M sold.

Polar Capital first reported a position in LAZ in Q3 2013 and held it in 14 quarters. The position peaked at $61.4M in Q1 2015. 284 funds tracked by Wall St. Rank hold LAZ as of Q1 2017.

  • Polar Capital reported no remaining Lazard position as of Q1 2017 after selling out during the quarter.
  • Polar Capital sold 352,676 Lazard shares in Q1 2017, an estimated $14.5M.
  • Polar Capital first reported a position in Lazard in Q3 2013 and held it in 14 quarters.
  • Polar Capital's Lazard position peaked at $61.4M in Q1 2015.
  • 284 funds tracked by Wall St. Rank held Lazard as of Q1 2017.

Based on Polar Capital's 13F filing for Q1 2017, filed 15 May 2017.