DADC
LAZ icon

D.A. Davidson & Co’s Lazard LAZ Stock Holding History

D.A. Davidson & Co’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
2023
Q1 		– Sell
-28,514
Closed -$989K – 1385
2022
Q4 		$989K Buy
+28,514
New +$1.01M 0.01% 627
2017
Q3 		– Sell
-2,802
Closed -$129K – 1585
2017
Q2 		$129K Sell
2,802
-3,401
-55% -$153K ﹤0.01% 1156
2017
Q1 		$285K Hold
6,203
– – 0.01% 804
2016
Q4 		$254K Sell
6,203
-1
-0% -$39 0.01% 897
2016
Q3 		$224K Buy
6,204
+3,104
+100% +$109K 0.01% 900
2016
Q2 		$92K Buy
3,100
+180
+6% +$6.24K ﹤0.01% 1163
2016
Q1 		$113K Hold
2,920
– – ﹤0.01% 1074
2015
Q4 		$131K Sell
2,920
-1,050
-26% -$48.1K ﹤0.01% 1007
2015
Q3 		$171K Hold
3,970
– – 0.01% 876
2015
Q2 		$223K Hold
3,970
– – 0.01% 834
2015
Q1 		$208K Sell
3,970
-2,531
-39% -$125K 0.01% 854
2014
Q4 		$325K Buy
6,501
+1,712
+36% +$84.9K 0.01% 701
2014
Q3 		$242K Sell
4,789
-112
-2% -$5.87K 0.01% 804
2014
Q2 		$252K Sell
4,901
-290
-6% -$14.3K 0.01% 812
2014
Q1 		$244K Buy
5,191
+3,922
+309% +$177K 0.01% 810
2013
Q4 		$57K Buy
1,269
+1,144
+915% +$46.3K ﹤0.01% 1283
2013
Q3 		$4K Hold
125
– – ﹤0.01% 1597
2013
Q2 		$4K Buy
+125
New +$4.18K ﹤0.01% 1555

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return