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United Asset Strategies’s Lazard LAZ Stock Holding History

United Asset Strategies’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
Q4 		– Sell
-41,944
Closed -$2.13M – 137
2014
Q3 		$2.13M Sell
41,944
-259
-0.6% -$13.6K 0.95% 45
2014
Q2 		$2.18M Sell
42,203
-10,956
-21% -$540K 1.05% 36
2014
Q1 		$2.5M Buy
53,159
+17,833
+50% +$803K 1.42% 24
2013
Q4 		$1.6M Sell
35,326
-682
-2% -$27.6K 1.1% 31
2013
Q3 		$1.3M Sell
36,008
-4,067
-10% -$144K 0.82% 43
2013
Q2 		$1.29M Buy
+40,075
New +$1.34M 0.85% 43

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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

United Asset Strategies's LAZ Position: Q4 2014 in Review

United Asset Strategies sold out of Lazard (LAZ) in Q4 2014, closing a stake of 41,944 shares — an estimated $2.13M sold.

United Asset Strategies first reported a position in LAZ in Q2 2013 and held it in 6 quarters. The position peaked at $2.5M in Q1 2014. 304 funds tracked by Wall St. Rank hold LAZ as of Q4 2014.

  • United Asset Strategies reported no remaining Lazard position as of Q4 2014 after selling out during the quarter.
  • United Asset Strategies sold 41,944 Lazard shares in Q4 2014, an estimated $2.13M.
  • United Asset Strategies first reported a position in Lazard in Q2 2013 and held it in 6 quarters.
  • United Asset Strategies's Lazard position peaked at $2.5M in Q1 2014.
  • 304 funds tracked by Wall St. Rank held Lazard as of Q4 2014.

Based on United Asset Strategies's 13F filing for Q4 2014, filed 17 Feb 2015.