WCM Investment Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,161,175
| Closed | -$283M | – | 87 |
|
|
2017
Q1 | $283M | Buy |
6,161,175
+359,974
| +6% | +$16.6M | 3.07% | 11 |
|
|
2016
Q4 | $238M | Buy |
5,801,201
+251,614
| +5% | +$10.3M | 2.88% | 11 |
|
|
2016
Q3 | $202M | Buy |
5,549,587
+296,890
| +6% | +$10.8M | 2.3% | 12 |
|
|
2016
Q2 | $156M | Buy |
5,252,697
+319,321
| +6% | +$9.51M | 2.5% | 12 |
|
|
2016
Q1 | $191M | Buy |
4,933,376
+344,263
| +8% | +$13.4M | 2.98% | 13 |
|
|
2015
Q4 | $207M | Sell |
4,589,113
-1,223,037
| -21% | -$55M | 4.24% | 11 |
|
|
2015
Q3 | $252M | Buy |
5,812,150
+1,371,554
| +31% | +$59.4M | 6.27% | 8 |
|
|
2015
Q2 | $250M | Buy |
4,440,596
+1,127,251
| +34% | +$63.4M | 5.62% | 9 |
|
|
2015
Q1 | $174M | Buy |
3,313,345
+332,347
| +11% | +$17.5M | 3.53% | 10 |
|
|
2014
Q4 | $149M | Buy |
2,980,998
+155,493
| +6% | +$7.78M | 4.31% | 11 |
|
|
2014
Q3 | $143M | Buy |
2,825,505
+245,138
| +10% | +$12.4M | 4.42% | 11 |
|
|
2014
Q2 | $133M | Buy |
2,580,367
+644,630
| +33% | +$33.2M | 3.31% | 11 |
|
|
2014
Q1 | $91.2M | Sell |
1,935,737
-130,089
| -6% | -$6.13M | 3.26% | 12 |
|
|
2013
Q4 | $93.6M | Buy |
2,065,826
+494,296
| +31% | +$22.4M | 3.38% | 10 |
|
|
2013
Q3 | $56.7M | Sell |
1,571,530
-34,605
| -2% | -$1.25M | 2.96% | 12 |
|
|
2013
Q2 | $51.7M | Buy |
+1,606,135
| New | +$51.7M | 2.79% | 12 |
|