CAL
LAZ icon

Capital Analysts LLC’s Lazard LAZ Stock Holding History

Capital Analysts LLC’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
2024
Q1 		– Sell
-300
Closed -$10K – 1132
2023
Q4 		$10K Hold
300
– – ﹤0.01% 903
2023
Q3 		$9K Hold
300
– – ﹤0.01% 896
2023
Q2 		$10K Hold
300
– – ﹤0.01% 823
2023
Q1 		$10K Hold
300
– – ﹤0.01% 808
2022
Q4 		$10K Hold
300
– – ﹤0.01% 854
2022
Q3 		$10K Hold
300
– – ﹤0.01% 801
2022
Q2 		$10K Hold
300
– – ﹤0.01% 799
2022
Q1 		$10K Hold
300
– – ﹤0.01% 754
2021
Q4 		$13K Hold
300
– – ﹤0.01% 778
2021
Q3 		$14K Sell
300
-40
-12% -$1.87K ﹤0.01% 747
2021
Q2 		$15K Hold
340
– – ﹤0.01% 696
2021
Q1 		$15K Buy
+340
New +$14.5K ﹤0.01% 745
2015
Q4 		– Sell
-22,003
Closed -$953K – 393
2015
Q3 		$953K Buy
22,003
+11,312
+106% +$583K 0.18% 113
2015
Q2 		$601K Buy
10,691
+638
+6% +$35.5K 0.12% 127
2015
Q1 		$529K Buy
10,053
+2,419
+32% +$119K 0.11% 125
2014
Q4 		$382K Buy
7,634
+1,077
+16% +$53.4K 0.08% 138
2014
Q3 		$332K Buy
6,557
+786
+14% +$41.2K 0.08% 130
2014
Q2 		$298K Buy
5,771
+1,423
+33% +$70.1K 0.07% 131
2014
Q1 		$205K Buy
4,348
+148
+4% +$6.66K 0.05% 137
2013
Q4 		$190K Buy
4,200
+503
+14% +$20.4K 0.05% 138
2013
Q3 		$133K Buy
3,697
+93
+3% +$3.3K 0.04% 155
2013
Q2 		$116K Buy
+3,604
New +$120K 0.04% 160

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Analysts LLC's LAZ Position: Q1 2024 in Review

Capital Analysts LLC sold out of Lazard (LAZ) in Q1 2024, closing a stake of 300 shares — an estimated $10K sold.

Capital Analysts LLC first reported a position in LAZ in Q2 2013 and held it in 22 quarters. The position peaked at $953K in Q3 2015. 229 funds tracked by Wall St. Rank hold LAZ as of Q1 2024.

  • Capital Analysts LLC reported no remaining Lazard position as of Q1 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 300 Lazard shares in Q1 2024, an estimated $10K.
  • Capital Analysts LLC first reported a position in Lazard in Q2 2013 and held it in 22 quarters.
  • Capital Analysts LLC's Lazard position peaked at $953K in Q3 2015.
  • 229 funds tracked by Wall St. Rank held Lazard as of Q1 2024.

Based on Capital Analysts LLC's 13F filing for Q1 2024, filed 14 May 2024.