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Concourse Financial Group Securities’s Lazard LAZ Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-5,596
Closed -$303K – 1177
2024
Q4 		$303K Buy
5,596
+1,419
+34% +$76K 0.02% 611
2024
Q3 		$210K Buy
4,177
+1,566
+60% +$72.5K 0.01% 695
2024
Q2 		$99.7K Buy
2,611
+594
+29% +$23.2K 0.01% 939
2024
Q1 		$84.5K Buy
+2,017
New +$78.6K 0.01% 981
2023
Q4 		– Sell
-440
Closed -$13.3K – 2346
2023
Q3 		$13.6K Hold
440
– – ﹤0.01% 1550
2023
Q2 		$14.1K Sell
440
-85
-16% -$2.63K ﹤0.01% 1561
2023
Q1 		$17.4K Sell
525
-112
-18% -$4.13K ﹤0.01% 1501
2022
Q4 		$22.1K Buy
+637
New +$22.6K ﹤0.01% 1431
2022
Q3 		– Sell
-525
Closed -$18.9K – 2174
2022
Q2 		$17K Hold
525
– – ﹤0.01% 1496
2022
Q1 		$18K Hold
525
– – ﹤0.01% 1522
2021
Q4 		$23K Hold
525
– – ﹤0.01% 1592
2021
Q3 		$24K Hold
525
– – ﹤0.01% 1600
2021
Q2 		$24K Buy
525
+85
+19% +$3.9K ﹤0.01% 1591
2021
Q1 		$19K Sell
440
-100
-19% -$4.25K ﹤0.01% 1581
2020
Q4 		$23K Hold
540
– – ﹤0.01% 1413
2020
Q3 		$18K Sell
540
-371
-41% -$11.4K ﹤0.01% 1395
2020
Q2 		$26K Buy
911
+59
+7% +$1.6K ﹤0.01% 1205
2020
Q1 		$20K Sell
852
-232
-21% -$8.59K ﹤0.01% 1234
2019
Q4 		$43K Buy
1,084
+445
+70% +$16.8K ﹤0.01% 995
2019
Q3 		$22K Sell
639
-435
-41% -$15.4K 0.01% 930
2019
Q2 		$37K Buy
1,074
+148
+16% +$5.3K ﹤0.01% 973
2019
Q1 		$33K Buy
926
+138
+18% +$5.19K ﹤0.01% 1041
2018
Q4 		$29K Sell
788
-86
-10% -$3.43K ﹤0.01% 996
2018
Q3 		$42K Buy
+874
New +$43.5K 0.01% 628

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concourse Financial Group Securities's LAZ Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Lazard (LAZ) in Q1 2025, closing a stake of 5,596 shares — an estimated $303K sold.

Concourse Financial Group Securities first reported a position in LAZ in Q3 2018 and held it in 24 quarters. The position peaked at $303K in Q4 2024. 287 funds tracked by Wall St. Rank hold LAZ as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Lazard position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 5,596 Lazard shares in Q1 2025, an estimated $303K.
  • Concourse Financial Group Securities first reported a position in Lazard in Q3 2018 and held it in 24 quarters.
  • Concourse Financial Group Securities's Lazard position peaked at $303K in Q4 2024.
  • 287 funds tracked by Wall St. Rank held Lazard as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.