Wafra Inc’s Lazard LAZ Stock Holding History

Wafra Inc’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 Q1	–	Sell	-226,880	Closed	-$11.4M	–	72
2014 Q4	$11.4M	Hold	226,880	–	–	1.17%	41
2014 Q3	$11.5M	Buy	226,880 +138,780	+158%	+$7.27M	1.34%	37
2014 Q2	$4.54M	Buy	+88,100	New	+$4.34M	0.57%	58

Other funds holding LAZ

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Wafra Inc's LAZ Position: Q1 2015 in Review

Wafra Inc sold out of Lazard (LAZ) in Q1 2015, closing a stake of 226,880 shares — an estimated $11.4M sold.

Wafra Inc first reported a position in LAZ in Q2 2014 and held it in 3 quarters. The position peaked at $11.5M in Q3 2014. 286 funds tracked by Wall St. Rank hold LAZ as of Q1 2015.

Wafra Inc reported no remaining Lazard position as of Q1 2015 after selling out during the quarter.
Wafra Inc sold 226,880 Lazard shares in Q1 2015, an estimated $11.4M.
Wafra Inc first reported a position in Lazard in Q2 2014 and held it in 3 quarters.
Wafra Inc's Lazard position peaked at $11.5M in Q3 2014.
286 funds tracked by Wall St. Rank held Lazard as of Q1 2015.

Based on Wafra Inc's 13F filing for Q1 2015, filed 13 May 2015.