CCM
LAZ icon

Coldstream Capital Management’s Lazard LAZ Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-116
Closed -$5.02K – 2309
2025
Q1 		$5.02K Buy
+116
New +$5.77K ﹤0.01% 2696
2016
Q2 		– Sell
-6,930
Closed -$269K – 243
2016
Q1 		$269K Buy
+6,930
New +$249K 0.05% 190
2015
Q1 		– Sell
-9,765
Closed -$489K – 155
2014
Q4 		$489K Hold
9,765
– – 0.14% 94
2014
Q3 		$495K Hold
9,765
– – 0.14% 93
2014
Q2 		$503K Sell
9,765
-890
-8% -$43.9K 0.15% 95
2014
Q1 		$502K Buy
10,655
+500
+5% +$22.5K 0.16% 90
2013
Q4 		$460K Hold
10,155
– – 0.15% 96
2013
Q3 		$366K Buy
10,155
+131
+1% +$4.65K 0.12% 105
2013
Q2 		$322K Buy
+10,024
New +$335K 0.11% 115

Other funds holding LAZ

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return