Belpointe Asset Management’s Lazard LAZ Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-2,652	Closed	-$87.8K	–	2108
2023 Q1	$87.8K	Hold	2,652	–	–	﹤0.01%	1386
2022 Q4	$91.9K	Buy	+2,652	New	+$94.3K	0.01%	1285
2022 Q2	–	Sell	-3,207	Closed	-$110K	–	1208
2022 Q1	$110K	Buy	3,207 +55	+2%	+$2.13K	0.01%	1172
2021 Q4	$137K	Sell	3,152 -6,993	-69%	-$327K	0.01%	1064
2021 Q3	$465K	Sell	10,145 -1,673	-14%	-$78.1K	0.03%	533
2021 Q2	$535K	Buy	11,818 +3,441	+41%	+$158K	0.04%	479
2021 Q1	$365K	Sell	8,377 -543	-6%	-$23.1K	0.03%	525
2020 Q4	$377K	Buy	8,920 +2,000	+29%	+$75.6K	0.03%	479
2020 Q3	$229K	Sell	6,920 -860	-11%	-$26.5K	0.03%	517
2020 Q2	$223K	Buy	7,780 +986	+15%	+$26.7K	0.03%	495
2020 Q1	$160K	Buy	6,794 +475	+8%	+$17.6K	0.03%	478
2019 Q4	$253K	Buy	+6,319	New	+$239K	0.03%	478
2018 Q4	–	Sell	-2,303	Closed	-$111K	–	576
2018 Q3	$111K	Buy	+2,303	New	+$115K	0.02%	616

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return