Winifred I. Li’s Lazard LAZ Stock Holding History

Winifred I. Li’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
2014 Q4	$42K	Hold	830	–	–	0.04%	311
2014 Q3	$42K	Hold	830	–	–	0.04%	307
2014 Q2	$43K	Sell	830 -10	-1%	-$493	0.04%	309
2014 Q1	$40K	Hold	840	–	–	0.03%	309
2013 Q4	$38K	Hold	840	–	–	0.03%	306
2013 Q3	$30K	Hold	840	–	–	0.03%	316
2013 Q2	$27K	Buy	+840	New	+$28.1K	0.03%	322

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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Winifred I. Li's LAZ Position: Q4 2014 in Review

Winifred I. Li held its Lazard (LAZ) position steady in Q4 2014 at 830 shares worth $42K. The position accounts for 0.04% of the portfolio, ranked #311.

Winifred I. Li first reported a position in LAZ in Q2 2013 and has held it in 7 quarters since. The position peaked at $43K in Q2 2014. 304 funds tracked by Wall St. Rank hold LAZ as of Q4 2014.

Winifred I. Li held 830 shares of Lazard worth $42K as of Q4 2014.
Winifred I. Li left its Lazard share count unchanged in Q4 2014.
Lazard made up 0.04% of Winifred I. Li's portfolio in Q4 2014, its #311 holding.
Winifred I. Li first reported a position in Lazard in Q2 2013 and has held it in 7 quarters since.
Winifred I. Li's Lazard position peaked at $43K in Q2 2014.
304 funds tracked by Wall St. Rank held Lazard as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.