BCI
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Brinker Capital Investments’s Lazard LAZ Stock Holding History

Brinker Capital Investments’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 		$1.12M Sell
26,281
-209
-0.8% -$10.2K 0.01% 1054
2025
Q4 		$1.29M Sell
26,490
-575
-2% -$28.7K 0.01% 1095
2025
Q3 		$1.43M Buy
27,065
+823
+3% +$44.4K 0.01% 1019
2025
Q2 		$1.26M Buy
26,242
+2,867
+12% +$120K 0.01% 1061
2025
Q1 		$1.01M Sell
23,375
-4,068
-15% -$202K 0.01% 1084
2024
Q4 		$1.41M Sell
27,443
-699
-2% -$37.4K 0.01% 870
2024
Q3 		$1.42M Buy
28,142
+1,987
+8% +$92.1K 0.01% 861
2024
Q2 		$999K Sell
26,155
-728
-3% -$28.4K 0.01% 992
2024
Q1 		$1.13M Buy
+26,883
New +$1.05M 0.01% 936

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