HFG Advisors’s Lazard LAZ Stock Holding History

HFG Advisors’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 Q3	–	Sell	-6,375	Closed	-$204K	–	97
2023 Q2	$204K	Hold	6,375	–	–	0.22%	84
2023 Q1	$211K	Buy	+6,375	New	+$235K	0.24%	80

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

HFG Advisors's LAZ Position: Q3 2023 in Review

HFG Advisors sold out of Lazard (LAZ) in Q3 2023, closing a stake of 6,375 shares — an estimated $204K sold.

HFG Advisors first reported a position in LAZ in Q1 2023 and held it in 2 quarters. The position peaked at $211K in Q1 2023. 195 funds tracked by Wall St. Rank hold LAZ as of Q3 2023.

HFG Advisors reported no remaining Lazard position as of Q3 2023 after selling out during the quarter.
HFG Advisors sold 6,375 Lazard shares in Q3 2023, an estimated $204K.
HFG Advisors first reported a position in Lazard in Q1 2023 and held it in 2 quarters.
HFG Advisors's Lazard position peaked at $211K in Q1 2023.
195 funds tracked by Wall St. Rank held Lazard as of Q3 2023.

Based on HFG Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.