AG
LAZ icon

Algert Global’s Lazard LAZ Stock Holding History

Algert Global’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
2026
Q1 		$7.72M Buy
181,790
+109,270
+151% +$5.35M 0.12% 288
2025
Q4 		$3.52M Buy
72,520
+37,130
+105% +$1.85M 0.05% 552
2025
Q3 		$1.87M Buy
+35,390
New +$1.91M 0.03% 700
2025
Q1 		– Sell
-14,662
Closed -$755K – 1266
2024
Q4 		$755K Buy
+14,662
New +$785K 0.02% 844
2024
Q3 		– Sell
-8,799
Closed -$336K – 1399
2024
Q2 		$336K Buy
+8,799
New +$344K 0.01% 1074
2024
Q1 		– Sell
-10,410
Closed -$362K – 1179
2023
Q4 		$362K Buy
+10,410
New +$314K 0.01% 905
2023
Q1 		– Sell
-6,184
Closed -$214K – 1232
2022
Q4 		$214K Buy
+6,184
New +$220K 0.01% 1001

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return