IA
LAZ icon

Inspire Advisors’s Lazard LAZ Stock Holding History

Inspire 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
Q2 		– Sell
-20,212
Closed -$669K – 252
2023
Q1 		$669K Buy
20,212
+5,436
+37% +$201K 0.15% 61
2022
Q4 		$512K Buy
14,776
+4,489
+44% +$160K 0.13% 56
2022
Q3 		$327K Buy
+10,287
New +$370K 0.09% 51
2022
Q1 		– Sell
-8,764
Closed -$382K – 121
2021
Q4 		$382K Buy
+8,764
New +$410K 0.11% 42
2021
Q1 		– Sell
-1,666
Closed -$70K – 441
2020
Q4 		$70K Buy
+1,666
New +$62.9K 0.03% 189

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return