WCM Investment Management
LAZ icon

WCM Investment Management’s Lazard LAZ Stock Holding History

WCM 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
Q2 		– Sell
-6,161,175
Closed -$283M – 87
2017
Q1 		$283M Buy
6,161,175
+359,974
+6% +$15.5M 3.07% 11
2016
Q4 		$238M Buy
5,801,201
+251,614
+5% +$9.77M 2.88% 11
2016
Q3 		$202M Buy
5,549,587
+296,890
+6% +$10.4M 2.3% 12
2016
Q2 		$156M Buy
5,252,697
+319,321
+6% +$11.1M 2.5% 12
2016
Q1 		$191M Buy
4,933,376
+344,263
+8% +$12.4M 2.98% 13
2015
Q4 		$207M Sell
4,589,113
-1,223,037
-21% -$56M 4.24% 11
2015
Q3 		$252M Buy
5,812,150
+1,371,554
+31% +$70.7M 6.27% 8
2015
Q2 		$250M Buy
4,440,596
+1,127,251
+34% +$62.7M 5.62% 9
2015
Q1 		$174M Buy
3,313,345
+332,347
+11% +$16.4M 3.53% 10
2014
Q4 		$149M Buy
2,980,998
+155,493
+6% +$7.71M 4.31% 11
2014
Q3 		$143M Buy
2,825,505
+245,138
+10% +$12.8M 4.42% 11
2014
Q2 		$133M Buy
2,580,367
+644,630
+33% +$31.8M 3.31% 11
2014
Q1 		$91.2M Sell
1,935,737
-130,089
-6% -$5.86M 3.26% 12
2013
Q4 		$93.6M Buy
2,065,826
+494,296
+31% +$20M 3.38% 10
2013
Q3 		$56.7M Sell
1,571,530
-34,605
-2% -$1.23M 2.96% 12
2013
Q2 		$51.7M Buy
+1,606,135
New +$53.7M 2.79% 12

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

WCM Investment Management's LAZ Position: Q2 2017 in Review

WCM Investment Management sold out of Lazard (LAZ) in Q2 2017, closing a stake of 6,161,175 shares — an estimated $283M sold.

WCM Investment Management first reported a position in LAZ in Q2 2013 and held it in 16 quarters. The position peaked at $283M in Q1 2017. 283 funds tracked by Wall St. Rank hold LAZ as of Q2 2017.

  • WCM Investment Management reported no remaining Lazard position as of Q2 2017 after selling out during the quarter.
  • WCM Investment Management sold 6,161,175 Lazard shares in Q2 2017, an estimated $283M.
  • WCM Investment Management first reported a position in Lazard in Q2 2013 and held it in 16 quarters.
  • WCM Investment Management's Lazard position peaked at $283M in Q1 2017.
  • 283 funds tracked by Wall St. Rank held Lazard as of Q2 2017.

Based on WCM Investment Management's 13F filing for Q2 2017, filed 3 Aug 2017.