DA
LAZ icon

Denali Advisors’s Lazard LAZ Stock Holding History

Denali 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
2023
Q3 		– Sell
-134
Closed -$4.29K – 511
2023
Q2 		$4.29K Hold
134
– – ﹤0.01% 376
2023
Q1 		$4.44K Hold
134
– – ﹤0.01% 330
2022
Q4 		$4.65K Hold
134
– – ﹤0.01% 329
2022
Q3 		$4K Hold
134
– – ﹤0.01% 322
2022
Q2 		$4K Buy
134
+60
+81% +$2.02K ﹤0.01% 339
2022
Q1 		$3K Buy
+74
New +$2.86K ﹤0.01% 344
2021
Q3 		– Sell
-47
Closed -$2K – 302
2021
Q2 		$2K Sell
47
-9
-16% -$413 ﹤0.01% 257
2021
Q1 		$2K Buy
+56
New +$2.38K ﹤0.01% 337
2018
Q4 		– Sell
-6,500
Closed -$313K – 261
2018
Q3 		$313K Hold
6,500
– – 0.05% 114
2018
Q2 		$318K Buy
+6,500
New +$344K 0.05% 116
2018
Q1 		– Sell
-2,000
Closed -$105K – 281
2017
Q4 		$105K Buy
+2,000
New +$95.8K 0.02% 130

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return