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Delta Investment Management’s Lazard LAZ Stock Holding History

Delta Investment 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
2024
Q2 		– Sell
-5,000
Closed -$209K – 225
2024
Q1 		$209K Buy
+5,000
New +$195K 0.05% 203
2023
Q3 		– Sell
-8,000
Closed -$256K – 195
2023
Q2 		$256K Buy
+8,000
New +$247K 0.07% 159

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Delta Investment Management's LAZ Position: Q2 2024 in Review

Delta Investment Management sold out of Lazard (LAZ) in Q2 2024, closing a stake of 5,000 shares — an estimated $209K sold.

Delta Investment Management first reported a position in LAZ in Q2 2023 and held it in 2 quarters. The position peaked at $256K in Q2 2023. 257 funds tracked by Wall St. Rank hold LAZ as of Q2 2024.

  • Delta Investment Management reported no remaining Lazard position as of Q2 2024 after selling out during the quarter.
  • Delta Investment Management sold 5,000 Lazard shares in Q2 2024, an estimated $209K.
  • Delta Investment Management first reported a position in Lazard in Q2 2023 and held it in 2 quarters.
  • Delta Investment Management's Lazard position peaked at $256K in Q2 2023.
  • 257 funds tracked by Wall St. Rank held Lazard as of Q2 2024.

Based on Delta Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.