CA
LAZ icon

CoreCap Advisors’s Lazard LAZ Stock Holding History

CoreCap 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
2025
Q2 		– Sell
-5
Closed -$216 – 3030
2025
Q1 		$216 Sell
5
-10
-67% -$497 ﹤0.01% 2945
2024
Q4 		$772 Hold
15
– – ﹤0.01% 2422
2024
Q3 		$756 Buy
15
+5
+50% +$232 ﹤0.01% 2303
2024
Q2 		$382 Hold
10
– – ﹤0.01% 1467
2024
Q1 		$419 Buy
+10
New +$389 ﹤0.01% 2350
2022
Q4 		$24.8K Buy
+715
New +$25.4K ﹤0.01% 1218
2022
Q3 		– Sell
-15
Closed – – 1375
2022
Q2 		$0 Buy
+15
New +$506 ﹤0.01% 2209
2022
Q1 		– Sell
-665
Closed -$29K – 1375
2021
Q4 		$29K Buy
+665
New +$31.1K ﹤0.01% 1188

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 $5.7T 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