AA
LGI

AlphaMark Advisors’s Lazard Global Total Return & Income Fund LGI Stock Holding History

AlphaMark Advisors’s Portfolio LGI Stock Details LGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$12K Buy
+767
New +$13K 0.01% 422

Other funds holding LGI

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

AlphaMark Advisors's LGI Position: Q4 2024 in Review

AlphaMark Advisors opened a new position in Lazard Global Total Return & Income Fund (LGI) in Q4 2024: 767 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #422 among its holdings.

44 funds tracked by Wall St. Rank hold LGI as of Q4 2024.

  • AlphaMark Advisors held 767 shares of Lazard Global Total Return & Income Fund worth $12K as of Q4 2024.
  • Lazard Global Total Return & Income Fund was a new AlphaMark Advisors position in Q4 2024.
  • Lazard Global Total Return & Income Fund made up 0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #422 holding.
  • 44 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.