Globeflex Capital’s Lazard LAZ Stock Holding History

Globeflex Capital’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 Q3	–	Sell	-33	Closed	-$1.58K	–	440
2025 Q2	$1.58K	Buy	+33	New	+$1.38K	﹤0.01%	414
2023 Q3	–	Sell	-124,920	Closed	-$4M	–	485
2023 Q2	$4M	Buy	124,920 +14,404	+13%	+$445K	0.45%	63
2023 Q1	$3.66M	Buy	110,516 +17,241	+18%	+$636K	0.45%	64
2022 Q4	$3.23M	Hold	93,275	–	–	0.41%	67
2022 Q3	$2.97M	Hold	93,275	–	–	0.51%	49
2022 Q2	$3.02M	Hold	93,275	–	–	0.74%	23
2022 Q1	$3.22M	Buy	93,275 +77,393	+487%	+$2.99M	0.65%	29
2021 Q4	$693K	Buy	+15,882	New	+$743K	0.14%	208
2021 Q2	–	Sell	-3,217	Closed	-$140K	–	473
2021 Q1	$140K	Buy	+3,217	New	+$137K	0.03%	396
2018 Q4	–	Sell	-10,735	Closed	-$517K	–	443
2018 Q3	$517K	Hold	10,735	–	–	0.1%	295
2018 Q2	$525K	Hold	10,735	–	–	0.11%	288
2018 Q1	$564K	Hold	10,735	–	–	0.12%	265
2017 Q4	$564K	Buy	+10,735	New	+$514K	0.16%	219

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Globeflex Capital's LAZ Position: Q3 2025 in Review

Globeflex Capital sold out of Lazard (LAZ) in Q3 2025, closing a stake of 33 shares — an estimated $1.58K sold.

Globeflex Capital first reported a position in LAZ in Q4 2017 and held it in 13 quarters. The position peaked at $4M in Q2 2023. 341 funds tracked by Wall St. Rank hold LAZ as of Q3 2025.

Globeflex Capital reported no remaining Lazard position as of Q3 2025 after selling out during the quarter.
Globeflex Capital sold 33 Lazard shares in Q3 2025, an estimated $1.58K.
Globeflex Capital first reported a position in Lazard in Q4 2017 and held it in 13 quarters.
Globeflex Capital's Lazard position peaked at $4M in Q2 2023.
341 funds tracked by Wall St. Rank held Lazard as of Q3 2025.

Based on Globeflex Capital's 13F filing for Q3 2025, filed 12 Nov 2025.