CI Investments Inc
LAZ icon

CI Investments Inc’s Lazard LAZ Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-834
Closed -$44K – 984
2025
Q3 		$44K Sell
834
-793
-49% -$42.8K ﹤0.01% 1040
2025
Q2 		$78K Sell
1,627
-574
-26% -$24K ﹤0.01% 960
2025
Q1 		$95K Buy
2,201
+86
+4% +$4.28K ﹤0.01% 925
2024
Q4 		$109K Buy
2,115
+1,915
+958% +$103K ﹤0.01% 917
2024
Q3 		$10K Sell
200
-2
-1% -$93 ﹤0.01% 1202
2024
Q2 		$8K Sell
202
-14
-6% -$547 ﹤0.01% 1200
2024
Q1 		$9K Buy
216
+49
+29% +$1.91K ﹤0.01% 1222
2023
Q4 		$6K Buy
167
+1
+0.6% +$30 ﹤0.01% 1217
2023
Q3 		$5K Buy
166
+12
+8% +$402 ﹤0.01% 1247
2023
Q2 		$5K Buy
154
+148
+2,467% +$4.58K ﹤0.01% 1250
2023
Q1 		$0 Hold
6
– – ﹤0.01% 1236
2022
Q4 		$0 Hold
6
– – ﹤0.01% 1283
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1299
2022
Q2 		$0 Hold
6
– – ﹤0.01% 1338
2022
Q1 		$0 Hold
6
– – ﹤0.01% 1374
2021
Q4 		$0 Hold
6
– – ﹤0.01% 1366
2021
Q3 		$0 Buy
+6
New +$280 ﹤0.01% 1325
2016
Q4 		– Sell
-1,496,518
Closed -$54.4M – 213
2016
Q3 		$54.4M Buy
1,496,518
+162,450
+12% +$5.68M 0.59% 52
2016
Q2 		$39.7M Buy
1,334,068
+503,500
+61% +$17.5M 0.45% 63
2016
Q1 		$32.2M Buy
830,568
+111,900
+16% +$4.02M 0.41% 70
2015
Q4 		$32.3M Buy
718,668
+377,000
+110% +$17.3M 0.41% 62
2015
Q3 		$14.8M Buy
341,668
+339,568
+16,170% +$17.5M 0.19% 97
2015
Q2 		$118K Sell
2,100
-297,000
-99% -$16.5M ﹤0.01% 180
2015
Q1 		$15.7M Buy
+299,100
New +$14.7M 0.17% 97

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CI Investments Inc's LAZ Position: Q4 2025 in Review

CI Investments Inc sold out of Lazard (LAZ) in Q4 2025, closing a stake of 834 shares — an estimated $44K sold.

CI Investments Inc first reported a position in LAZ in Q1 2015 and held it in 24 quarters. The position peaked at $54.4M in Q3 2016. 336 funds tracked by Wall St. Rank hold LAZ as of Q4 2025.

  • CI Investments Inc reported no remaining Lazard position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 834 Lazard shares in Q4 2025, an estimated $44K.
  • CI Investments Inc first reported a position in Lazard in Q1 2015 and held it in 24 quarters.
  • CI Investments Inc's Lazard position peaked at $54.4M in Q3 2016.
  • 336 funds tracked by Wall St. Rank held Lazard as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.