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Trafelet Capital Management’s Lazard LAZ Stock Holding History

Trafelet Capital 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 		– Sell
-4,000
Closed -$119K – 31
2016
Q2 		$119K Buy
+4,000
New +$139K 0.12% 16

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T. Rowe Price Associates
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Trafelet Capital Management's LAZ Position: Q3 2016 in Review

Trafelet Capital Management sold out of Lazard (LAZ) in Q3 2016, closing a stake of 4,000 shares — an estimated $119K sold.

Trafelet Capital Management first reported a position in LAZ in Q2 2016 and held it in 1 quarter. The position peaked at $119K in Q2 2016. 249 funds tracked by Wall St. Rank hold LAZ as of Q3 2016.

  • Trafelet Capital Management reported no remaining Lazard position as of Q3 2016 after selling out during the quarter.
  • Trafelet Capital Management sold 4,000 Lazard shares in Q3 2016, an estimated $119K.
  • Trafelet Capital Management first reported a position in Lazard in Q2 2016 and held it in 1 quarter.
  • Trafelet Capital Management's Lazard position peaked at $119K in Q2 2016.
  • 249 funds tracked by Wall St. Rank held Lazard as of Q3 2016.

Based on Trafelet Capital Management's 13F filing for Q3 2016, filed 14 Nov 2016.