EI
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Ellevest Inc’s Lazard LAZ Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-22
Closed -$728 – 1043
2023
Q1 		$728 Buy
22
+8
+57% +$295 ﹤0.01% 1627
2022
Q4 		$485 Buy
+14
New +$498 ﹤0.01% 1627
2022
Q3 		– Sell
-50
Closed -$2K – 1739
2022
Q2 		$2K Buy
+50
New +$1.69K ﹤0.01% 1164
2020
Q2 		– Sell
-14
Closed – – 1235
2020
Q1 		$0 Buy
+14
New +$518 ﹤0.01% 1205

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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Ellevest Inc's LAZ Position: Q2 2023 in Review

Ellevest Inc sold out of Lazard (LAZ) in Q2 2023, closing a stake of 22 shares — an estimated $728 sold.

Ellevest Inc first reported a position in LAZ in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 197 funds tracked by Wall St. Rank hold LAZ as of Q2 2023.

  • Ellevest Inc reported no remaining Lazard position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 22 Lazard shares in Q2 2023, an estimated $728.
  • Ellevest Inc first reported a position in Lazard in Q1 2020 and held it in 4 quarters.
  • Ellevest Inc's Lazard position peaked at $2K in Q2 2022.
  • 197 funds tracked by Wall St. Rank held Lazard as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.