Gradient Investments’s Lazard LAZ Stock Holding History

Gradient Investments’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
2024 Q2	–	Sell	-12	Closed	-$502	–	1434
2024 Q1	$502	Sell	12 -125	-91%	-$4.87K	﹤0.01%	1016
2023 Q4	$4.77K	Hold	137	–	–	﹤0.01%	1007
2023 Q3	$4.24K	Buy	137 +13	+10%	+$436	﹤0.01%	992
2023 Q2	$3.98K	Hold	124	–	–	﹤0.01%	1003
2023 Q1	$4.1K	Hold	124	–	–	﹤0.01%	992
2022 Q4	$4.28K	Buy	124 +22	+22%	+$782	﹤0.01%	959
2022 Q3	$3K	Buy	+102	New	+$3.67K	﹤0.01%	1064
2021 Q2	–	Sell	-42	Closed	-$2K	–	1213
2021 Q1	$2K	Hold	42	–	–	﹤0.01%	1009
2020 Q4	$1K	Hold	42	–	–	﹤0.01%	1059
2020 Q3	$1K	Hold	42	–	–	﹤0.01%	1064
2020 Q2	$1K	Hold	42	–	–	﹤0.01%	987
2020 Q1	$1K	Hold	42	–	–	﹤0.01%	1011
2019 Q4	$2K	Hold	42	–	–	﹤0.01%	946
2019 Q3	$1K	Hold	42	–	–	﹤0.01%	1016
2019 Q2	$1K	Hold	42	–	–	﹤0.01%	956
2019 Q1	$2K	Hold	42	–	–	﹤0.01%	751
2018 Q4	$2K	Hold	42	–	–	﹤0.01%	825
2018 Q3	$2K	Hold	42	–	–	﹤0.01%	836
2018 Q2	$2K	Hold	42	–	–	﹤0.01%	826
2018 Q1	$2K	Hold	42	–	–	﹤0.01%	828
2017 Q4	$2K	Buy	+42	New	+$2.01K	﹤0.01%	821
2017 Q3	–	Sell	-42	Closed	-$2K	–	499
2017 Q2	$2K	Sell	42 -75	-64%	-$3.36K	﹤0.01%	687
2017 Q1	$5K	Sell	117 -20	-15%	-$862	﹤0.01%	614
2016 Q4	$6K	Sell	137 -166	-55%	-$6.45K	﹤0.01%	528
2016 Q3	$11K	Sell	303 -1,041	-77%	-$36.4K	﹤0.01%	439
2016 Q2	$40K	Sell	1,344 -110,586	-99%	-$3.83M	﹤0.01%	277
2016 Q1	$4.34M	Buy	111,930 +33,575	+43%	+$1.21M	0.54%	30
2015 Q4	$3.53M	Buy	+78,355	New	+$3.59M	0.47%	58

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 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

Gradient Investments's LAZ Position: Q2 2024 in Review

Gradient Investments sold out of Lazard (LAZ) in Q2 2024, closing a stake of 12 shares — an estimated $502 sold.

Gradient Investments first reported a position in LAZ in Q4 2015 and held it in 28 quarters. The position peaked at $4.34M in Q1 2016. 257 funds tracked by Wall St. Rank hold LAZ as of Q2 2024.

Gradient Investments reported no remaining Lazard position as of Q2 2024 after selling out during the quarter.
Gradient Investments sold 12 Lazard shares in Q2 2024, an estimated $502.
Gradient Investments first reported a position in Lazard in Q4 2015 and held it in 28 quarters.
Gradient Investments's Lazard position peaked at $4.34M in Q1 2016.
257 funds tracked by Wall St. Rank held Lazard as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.