Ramsey Asset Management’s Lazard LAZ Stock Holding History

Ramsey 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
2016 Q3	$2M	Hold	54,900	–	–	4.09%	11
2016 Q2	$1.64M	Hold	54,900	–	–	3.19%	14
2016 Q1	$2.13M	Hold	54,900	–	–	3.93%	13
2015 Q4	$2.47M	Hold	54,900	–	–	3.21%	15
2015 Q3	$2.38M	Hold	54,900	–	–	4.19%	9
2015 Q2	$3.09M	Hold	54,900	–	–	3.96%	10
2015 Q1	$2.89M	Hold	54,900	–	–	3.82%	10
2014 Q4	$2.75M	Hold	54,900	–	–	3.38%	11
2014 Q3	$2.78M	Hold	54,900	–	–	3.61%	11
2014 Q2	$2.83M	Hold	54,900	–	–	3.55%	9
2014 Q1	$2.58M	Hold	54,900	–	–	3.48%	10
2013 Q4	$2.49M	Hold	54,900	–	–	3.54%	10
2013 Q3	$1.98M	Hold	54,900	–	–	3.04%	10
2013 Q2	$1.76M	Buy	+54,900	New	+$1.84M	2.66%	12

Other funds holding LAZ

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Ramsey Asset Management's LAZ Position: Q3 2016 in Review

Ramsey Asset Management held its Lazard (LAZ) position steady in Q3 2016 at 54,900 shares worth $2M. The position accounts for 4.09% of the portfolio, ranked #11.

Ramsey Asset Management first reported a position in LAZ in Q2 2013 and has held it in 14 quarters since. The position peaked at $3.09M in Q2 2015. 248 funds tracked by Wall St. Rank hold LAZ as of Q3 2016.

Ramsey Asset Management held 54,900 shares of Lazard worth $2M as of Q3 2016.
Ramsey Asset Management left its Lazard share count unchanged in Q3 2016.
Lazard made up 4.09% of Ramsey Asset Management's portfolio in Q3 2016, its #11 holding.
Ramsey Asset Management first reported a position in Lazard in Q2 2013 and has held it in 14 quarters since.
Ramsey Asset Management's Lazard position peaked at $3.09M in Q2 2015.
248 funds tracked by Wall St. Rank held Lazard as of Q3 2016.

Based on Ramsey Asset Management's 13F filing for Q3 2016, filed 8 Nov 2016.