Endurance Wealth Management’s Lazard LAZ Stock Holding History

Endurance Wealth 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
2023 Q2	$3M	Buy	93,785 +8,285	+10%	+$256K	0.41%	55
2023 Q1	$2.83M	Buy	85,500 +10,315	+14%	+$381K	0.4%	55
2022 Q4	$2.61M	Buy	75,185 +9,050	+14%	+$322K	0.39%	55
2022 Q3	$2.1M	Buy	66,135 +29,900	+83%	+$1.08M	0.35%	63
2022 Q2	$1.17M	Buy	36,235 +7,950	+28%	+$268K	0.18%	88
2022 Q1	$976K	Buy	+28,285	New	+$1.09M	0.13%	101
2017 Q3	–	Sell	-1,000	Closed	-$46K	–	507
2017 Q2	$46K	Buy	+1,000	New	+$44.8K	0.01%	283

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Endurance Wealth Management's LAZ Position: Q2 2023 in Review

Endurance Wealth Management increased its Lazard (LAZ) stake by 9.7% in Q2 2023, buying an estimated $256K and bringing the position to 93,785 shares worth $3M. The position accounts for 0.41% of the portfolio, ranked #55.

Endurance Wealth Management first reported a position in LAZ in Q2 2017 and has held it in 7 quarters since. 197 funds tracked by Wall St. Rank hold LAZ as of Q2 2023.

Endurance Wealth Management held 93,785 shares of Lazard worth $3M as of Q2 2023.
Endurance Wealth Management bought 8,285 Lazard shares in Q2 2023, an estimated $256K.
Lazard made up 0.41% of Endurance Wealth Management's portfolio in Q2 2023, its #55 holding.
Endurance Wealth Management first reported a position in Lazard in Q2 2017 and has held it in 7 quarters since.
197 funds tracked by Wall St. Rank held Lazard as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.