Claris Advisors’s Lazard LAZ Stock Holding History

Claris Advisors’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 Q4	–	Sell	-2	Closed	-$101	–	646
2024 Q3	$101	Buy	+2	New	+$93	﹤0.01%	1136

Other funds holding LAZ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Claris Advisors's LAZ Position: Q4 2024 in Review

Claris Advisors sold out of Lazard (LAZ) in Q4 2024, closing a stake of 2 shares — an estimated $101 sold.

Claris Advisors first reported a position in LAZ in Q3 2024 and held it in 1 quarter. The position peaked at $101 in Q3 2024. 294 funds tracked by Wall St. Rank hold LAZ as of Q4 2024.

Claris Advisors reported no remaining Lazard position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 Lazard shares in Q4 2024, an estimated $101.
Claris Advisors first reported a position in Lazard in Q3 2024 and held it in 1 quarter.
Claris Advisors's Lazard position peaked at $101 in Q3 2024.
294 funds tracked by Wall St. Rank held Lazard as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.