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Turner Investments’s Lazard LAZ Stock Holding History

Turner 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
2015
Q2 		– Sell
-70
Closed -$4K – 331
2015
Q1 		$4K Hold
70
– – ﹤0.01% 367
2014
Q4 		$4K Sell
70
-3,602
-98% -$179K ﹤0.01% 461
2014
Q3 		$186K Sell
3,672
-237
-6% -$12.4K 0.01% 480
2014
Q2 		$202K Buy
+3,909
New +$193K 0.01% 499

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Turner Investments's LAZ Position: Q2 2015 in Review

Turner Investments sold out of Lazard (LAZ) in Q2 2015, closing a stake of 70 shares — an estimated $4K sold.

Turner Investments first reported a position in LAZ in Q2 2014 and held it in 4 quarters. The position peaked at $202K in Q2 2014. 290 funds tracked by Wall St. Rank hold LAZ as of Q2 2015.

  • Turner Investments reported no remaining Lazard position as of Q2 2015 after selling out during the quarter.
  • Turner Investments sold 70 Lazard shares in Q2 2015, an estimated $4K.
  • Turner Investments first reported a position in Lazard in Q2 2014 and held it in 4 quarters.
  • Turner Investments's Lazard position peaked at $202K in Q2 2014.
  • 290 funds tracked by Wall St. Rank held Lazard as of Q2 2015.

Based on Turner Investments's 13F filing for Q2 2015, filed 12 Aug 2015.