Custom Index Systems’s Lazard LAZ Stock Holding History

Custom Index Systems’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 Q3	–	Sell	-12,310	Closed	-$470K	–	267
2024 Q2	$470K	Buy	+12,310	New	+$481K	0.27%	93

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

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

Custom Index Systems's LAZ Position: Q3 2024 in Review

Custom Index Systems sold out of Lazard (LAZ) in Q3 2024, closing a stake of 12,310 shares — an estimated $470K sold.

Custom Index Systems first reported a position in LAZ in Q2 2024 and held it in 1 quarter. The position peaked at $470K in Q2 2024. 274 funds tracked by Wall St. Rank hold LAZ as of Q3 2024.

Custom Index Systems reported no remaining Lazard position as of Q3 2024 after selling out during the quarter.
Custom Index Systems sold 12,310 Lazard shares in Q3 2024, an estimated $470K.
Custom Index Systems first reported a position in Lazard in Q2 2024 and held it in 1 quarter.
Custom Index Systems's Lazard position peaked at $470K in Q2 2024.
274 funds tracked by Wall St. Rank held Lazard as of Q3 2024.

Based on Custom Index Systems's 13F filing for Q3 2024, filed 24 Oct 2024.