Scout Investments’s Lazard LAZ Stock Holding History

Scout 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
2016 Q2	–	Sell	-294,857	Closed	-$11.4M	–	317
2016 Q1	$11.4M	Buy	294,857 +38,455	+15%	+$1.38M	0.31%	113
2015 Q4	$11.5M	Buy	+256,402	New	+$11.7M	0.29%	120
2015 Q3	–	Sell	-377,498	Closed	-$21.2M	–	295
2015 Q2	$21.2M	Sell	377,498 -341,858	-48%	-$19M	0.39%	95
2015 Q1	$37.8M	Buy	719,356 +146,716	+26%	+$7.23M	0.63%	56
2014 Q4	$28.6M	Buy	+572,640	New	+$28.4M	0.44%	82

Other funds holding LAZ

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Scout Investments's LAZ Position: Q2 2016 in Review

Scout Investments sold out of Lazard (LAZ) in Q2 2016, closing a stake of 294,857 shares — an estimated $11.4M sold.

Scout Investments first reported a position in LAZ in Q4 2014 and held it in 5 quarters. The position peaked at $37.8M in Q1 2015. 251 funds tracked by Wall St. Rank hold LAZ as of Q2 2016.

Scout Investments reported no remaining Lazard position as of Q2 2016 after selling out during the quarter.
Scout Investments sold 294,857 Lazard shares in Q2 2016, an estimated $11.4M.
Scout Investments first reported a position in Lazard in Q4 2014 and held it in 5 quarters.
Scout Investments's Lazard position peaked at $37.8M in Q1 2015.
251 funds tracked by Wall St. Rank held Lazard as of Q2 2016.

Based on Scout Investments's 13F filing for Q2 2016, filed 8 Aug 2016.