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	$10K	Sell	200 -900	-82%	-$47.2K	﹤0.01%	8833
2014 Q2	$57K	Buy	+1,100	New	+$54.2K	﹤0.01%	6697
2013 Q3	–	Sell	-100	Closed	-$3K	–	10543
2013 Q2	$3K	Buy	+100	New	+$3.34K	﹤0.01%	9610

Other funds holding LAZ

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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.