U
LAZ icon

UBS’s Lazard LAZ Stock Holding History

UBS’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
2014
Q3 		$17.3M Buy
342,124
+89,427
+35% +$4.69M 0.01% 1053
2014
Q2 		$13M Buy
252,697
+129,909
+106% +$6.4M 0.01% 1157
2014
Q1 		$5.78M Buy
122,788
+35,954
+41% +$1.62M 0.01% 1719
2013
Q4 		$3.94M Buy
86,834
+39,548
+84% +$1.6M ﹤0.01% 2113
2013
Q3 		$1.7M Sell
47,286
-5,911
-11% -$210K ﹤0.01% 2754
2013
Q2 		$1.71M Buy
+53,197
New +$1.78M ﹤0.01% 2715

Other funds holding LAZ

AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

UBS's LAZ Position: Q3 2014 in Review

UBS increased its Lazard (LAZ) stake by 35% in Q3 2014, buying an estimated $4.69M and bringing the position to 342,124 shares worth $17.3M. The position accounts for 0.01% of the portfolio, ranked #1053.

UBS first reported a position in LAZ in Q2 2013 and has held it in 6 quarters since. 286 funds tracked by Wall St. Rank hold LAZ as of Q3 2014.

  • UBS held 342,124 shares of Lazard worth $17.3M as of Q3 2014.
  • UBS bought 89,427 Lazard shares in Q3 2014, an estimated $4.69M.
  • Lazard made up 0.01% of UBS's portfolio in Q3 2014, its #1053 holding.
  • UBS first reported a position in Lazard in Q2 2013 and has held it in 6 quarters since.
  • 286 funds tracked by Wall St. Rank held Lazard as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.