Waverton Investment Management’s Lazard LAZ Stock Holding History

Waverton Investment Management’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
2017 Q3	–	Sell	-25,000	Closed	-$1.16M	–	81
2017 Q2	$1.16M	Hold	25,000	–	–	0.08%	50
2017 Q1	$1.15M	Hold	25,000	–	–	0.07%	73
2016 Q4	$1.03M	Hold	25,000	–	–	0.07%	90
2016 Q3	$909K	Buy	+25,000	New	+$874K	0.06%	85
2016 Q2	–	Sell	-25,000	Closed	-$970K	–	109
2016 Q1	$970K	Hold	25,000	–	–	0.07%	93
2015 Q4	$1.13M	Hold	25,000	–	–	0.08%	89
2015 Q3	$1.08M	Hold	25,000	–	–	0.09%	87
2015 Q2	$1.41M	Hold	25,000	–	–	0.1%	80
2015 Q1	$1.31M	Sell	25,000 -3,100	-11%	-$153K	0.09%	76
2014 Q4	$1.41M	Hold	28,100	–	–	0.1%	78
2014 Q3	$1.43M	Hold	28,100	–	–	0.1%	75
2014 Q2	$1.45M	Sell	28,100 -4,850	-15%	-$239K	0.09%	76
2014 Q1	$1.55M	Hold	32,950	–	–	0.07%	145
2013 Q4	$1.49M	Sell	32,950 -15,755	-32%	-$638K	0.08%	146
2013 Q3	$1.75M	Sell	48,705 -4,880	-9%	-$173K	0.1%	155
2013 Q2	$1.72M	Buy	+53,585	New	+$1.79M	0.15%	61

Other funds holding LAZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Waverton Investment Management's LAZ Position: Q3 2017 in Review

Waverton Investment Management sold out of Lazard (LAZ) in Q3 2017, closing a stake of 25,000 shares — an estimated $1.16M sold.

Waverton Investment Management first reported a position in LAZ in Q2 2013 and held it in 16 quarters. The position peaked at $1.75M in Q3 2013. 290 funds tracked by Wall St. Rank hold LAZ as of Q3 2017.

Waverton Investment Management reported no remaining Lazard position as of Q3 2017 after selling out during the quarter.
Waverton Investment Management sold 25,000 Lazard shares in Q3 2017, an estimated $1.16M.
Waverton Investment Management first reported a position in Lazard in Q2 2013 and held it in 16 quarters.
Waverton Investment Management's Lazard position peaked at $1.75M in Q3 2013.
290 funds tracked by Wall St. Rank held Lazard as of Q3 2017.

Based on Waverton Investment Management's 13F filing for Q3 2017, filed 12 Oct 2017.