GRP
LAZ icon

Global Retirement Partners’s Lazard LAZ Stock Holding History

Global Retirement Partners’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
2025
Q4 		$230K Buy
4,740
+4,358
+1,141% +$217K ﹤0.01% 1388
2025
Q3 		$20.2K Sell
382
-207
-35% -$11.2K ﹤0.01% 2398
2025
Q2 		$28.3K Buy
+589
New +$24.6K ﹤0.01% 2091
2024
Q4 		$30.3K Buy
589
+44
+8% +$2.36K ﹤0.01% 1855
2024
Q3 		$27.5K Buy
545
+249
+84% +$11.5K ﹤0.01% 1846
2024
Q2 		$11.3K Buy
296
+4
+1% +$156 ﹤0.01% 2263
2024
Q1 		$12.2K Hold
292
– – ﹤0.01% 2029
2023
Q4 		$11.2K Buy
292
+117
+67% +$3.52K ﹤0.01% 2029
2023
Q3 		$5.13K Buy
175
+88
+101% +$2.95K ﹤0.01% 2186
2023
Q2 		$2.78K Sell
87
-5
-5% -$155 ﹤0.01% 2419
2023
Q1 		$2.74K Sell
92
-34
-27% -$1.25K ﹤0.01% 2386
2022
Q4 		$4.37K Buy
126
+84
+200% +$2.99K ﹤0.01% 2073
2022
Q3 		$2K Buy
+42
New +$1.51K ﹤0.01% 2261
2022
Q1 		– Sell
-240
Closed -$10K – 2711
2021
Q4 		$10K Hold
240
– – 0.01% 156
2021
Q3 		$11K Hold
240
– – ﹤0.01% 1397
2021
Q2 		$11K Hold
240
– – ﹤0.01% 1352
2021
Q1 		$10K Buy
+240
New +$10.2K ﹤0.01% 1297

Other funds holding LAZ

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return