CL
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Choreo LLC’s Lazard LAZ Stock Holding History

Choreo 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
2025
Q3 		– Sell
-8,096
Closed -$388K – 1615
2025
Q2 		$388K Sell
8,096
-347
-4% -$14.5K 0.01% 1034
2025
Q1 		$366K Hold
8,443
– – 0.01% 1000
2024
Q4 		$436K Sell
8,443
-1,176
-12% -$63K 0.01% 979
2024
Q3 		$473K Buy
9,619
+14
+0.1% +$649 0.01% 941
2024
Q2 		$372K Buy
+9,605
New +$375K 0.01% 972

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Choreo LLC's LAZ Position: Q3 2025 in Review

Choreo LLC sold out of Lazard (LAZ) in Q3 2025, closing a stake of 8,096 shares — an estimated $388K sold.

Choreo LLC first reported a position in LAZ in Q2 2024 and held it in 5 quarters. The position peaked at $473K in Q3 2024. 340 funds tracked by Wall St. Rank hold LAZ as of Q3 2025.

  • Choreo LLC reported no remaining Lazard position as of Q3 2025 after selling out during the quarter.
  • Choreo LLC sold 8,096 Lazard shares in Q3 2025, an estimated $388K.
  • Choreo LLC first reported a position in Lazard in Q2 2024 and held it in 5 quarters.
  • Choreo LLC's Lazard position peaked at $473K in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Lazard as of Q3 2025.

Based on Choreo LLC's 13F filing for Q3 2025, filed 12 Nov 2025.