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Winfield Associates’s Lazard LAZ Stock Holding History

Winfield Associates’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
Q4 		– Sell
-7,325
Closed -$317K – 312
2015
Q3 		$317K Buy
7,325
+700
+11% +$36.1K 0.24% 85
2015
Q2 		$373K Buy
6,625
+6,125
+1,225% +$341K 0.26% 83
2015
Q1 		$26K Buy
+500
New +$24.6K 0.02% 195

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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winfield Associates's LAZ Position: Q4 2015 in Review

Winfield Associates sold out of Lazard (LAZ) in Q4 2015, closing a stake of 7,325 shares — an estimated $317K sold.

Winfield Associates first reported a position in LAZ in Q1 2015 and held it in 3 quarters. The position peaked at $373K in Q2 2015. 278 funds tracked by Wall St. Rank hold LAZ as of Q4 2015.

  • Winfield Associates reported no remaining Lazard position as of Q4 2015 after selling out during the quarter.
  • Winfield Associates sold 7,325 Lazard shares in Q4 2015, an estimated $317K.
  • Winfield Associates first reported a position in Lazard in Q1 2015 and held it in 3 quarters.
  • Winfield Associates's Lazard position peaked at $373K in Q2 2015.
  • 278 funds tracked by Wall St. Rank held Lazard as of Q4 2015.

Based on Winfield Associates's 13F filing for Q4 2015, filed 17 Feb 2016.