AIM
LGI

Axiom Investment Management’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Axiom Investment Management’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
2022
Q4 		– Sell
-1,018
Closed -$14K – 262
2022
Q3 		$14K Buy
+1,018
New +$16.3K 0.03% 239

Other funds holding LGI

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Axiom Investment Management's LGI Position: Q4 2022 in Review

Axiom Investment Management sold out of Lazard Global Total Return & Income Fund (LGI) in Q4 2022, closing a stake of 1,018 shares — an estimated $14K sold.

Axiom Investment Management first reported a position in LGI in Q3 2022 and held it in 1 quarter. The position peaked at $14K in Q3 2022. 41 funds tracked by Wall St. Rank hold LGI as of Q4 2022.

  • Axiom Investment Management reported no remaining Lazard Global Total Return & Income Fund position as of Q4 2022 after selling out during the quarter.
  • Axiom Investment Management sold 1,018 Lazard Global Total Return & Income Fund shares in Q4 2022, an estimated $14K.
  • Axiom Investment Management first reported a position in Lazard Global Total Return & Income Fund in Q3 2022 and held it in 1 quarter.
  • Axiom Investment Management's Lazard Global Total Return & Income Fund position peaked at $14K in Q3 2022.
  • 41 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.