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Saddle Road Partners’s Lazard LAZ Stock Holding History

Saddle Road Partners’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
Q2 		– Sell
-11,703
Closed -$454K – 128
2016
Q1 		$454K Buy
11,703
+916
+8% +$32.9K 0.29% 91
2015
Q4 		$486K Buy
+10,787
New +$494K 0.33% 82

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Saddle Road Partners's LAZ Position: Q2 2016 in Review

Saddle Road Partners sold out of Lazard (LAZ) in Q2 2016, closing a stake of 11,703 shares — an estimated $454K sold.

Saddle Road Partners first reported a position in LAZ in Q4 2015 and held it in 2 quarters. The position peaked at $486K in Q4 2015. 251 funds tracked by Wall St. Rank hold LAZ as of Q2 2016.

  • Saddle Road Partners reported no remaining Lazard position as of Q2 2016 after selling out during the quarter.
  • Saddle Road Partners sold 11,703 Lazard shares in Q2 2016, an estimated $454K.
  • Saddle Road Partners first reported a position in Lazard in Q4 2015 and held it in 2 quarters.
  • Saddle Road Partners's Lazard position peaked at $486K in Q4 2015.
  • 251 funds tracked by Wall St. Rank held Lazard as of Q2 2016.

Based on Saddle Road Partners's 13F filing for Q2 2016, filed 12 Jul 2016.