Innealta Capital’s Lazard LAZ Stock Holding History

Innealta 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
2024 Q3	–	Sell	-52	Closed	-$1.99K	–	984
2024 Q2	$1.99K	Buy	+52	New	+$2.03K	﹤0.01%	1093

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

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

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

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

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

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

Innealta Capital's LAZ Position: Q3 2024 in Review

Innealta Capital sold out of Lazard (LAZ) in Q3 2024, closing a stake of 52 shares — an estimated $1.99K sold.

Innealta Capital first reported a position in LAZ in Q2 2024 and held it in 1 quarter. The position peaked at $1.99K in Q2 2024. 274 funds tracked by Wall St. Rank hold LAZ as of Q3 2024.

Innealta Capital reported no remaining Lazard position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 52 Lazard shares in Q3 2024, an estimated $1.99K.
Innealta Capital first reported a position in Lazard in Q2 2024 and held it in 1 quarter.
Innealta Capital's Lazard position peaked at $1.99K in Q2 2024.
274 funds tracked by Wall St. Rank held Lazard as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.