ZIM
LAZ icon

Zacks Investment Management’s Lazard LAZ Stock Holding History

Zacks 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
2014
Q4 		– Sell
-7,314
Closed -$371K – 696
2014
Q3 		$371K Buy
+7,314
New +$383K 0.01% 464
2014
Q2 		– Sell
-12,997
Closed -$612K – 706
2014
Q1 		$612K Buy
+12,997
New +$585K 0.02% 341

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Zacks Investment Management's LAZ Position: Q4 2014 in Review

Zacks Investment Management sold out of Lazard (LAZ) in Q4 2014, closing a stake of 7,314 shares — an estimated $371K sold.

Zacks Investment Management first reported a position in LAZ in Q1 2014 and held it in 2 quarters. The position peaked at $612K in Q1 2014. 304 funds tracked by Wall St. Rank hold LAZ as of Q4 2014.

  • Zacks Investment Management reported no remaining Lazard position as of Q4 2014 after selling out during the quarter.
  • Zacks Investment Management sold 7,314 Lazard shares in Q4 2014, an estimated $371K.
  • Zacks Investment Management first reported a position in Lazard in Q1 2014 and held it in 2 quarters.
  • Zacks Investment Management's Lazard position peaked at $612K in Q1 2014.
  • 304 funds tracked by Wall St. Rank held Lazard as of Q4 2014.

Based on Zacks Investment Management's 13F filing for Q4 2014, filed 13 Feb 2015.