Investors Research Corp’s Lazard LAZ Stock Holding History

Investors Research Corp’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	-5,450	Closed	-$208K	–	1021
2024 Q2	$208K	Hold	5,450	–	–	0.05%	300
2024 Q1	$228K	Sell	5,450 -750	-12%	-$29.2K	0.05%	299
2023 Q4	$216K	Sell	6,200 -800	-11%	-$24.1K	0.05%	316
2023 Q3	$217K	Hold	7,000	–	–	0.06%	308
2023 Q2	$224K	Hold	7,000	–	–	0.06%	312
2023 Q1	$232K	Sell	7,000 -350	-5%	-$12.9K	0.06%	304
2022 Q4	$255K	Hold	7,350	–	–	0.07%	287
2022 Q3	$234K	Hold	7,350	–	–	0.07%	283
2022 Q2	$238K	Hold	7,350	–	–	0.07%	289
2022 Q1	$254K	Hold	7,350	–	–	0.07%	297
2021 Q4	$321K	Hold	7,350	–	–	0.1%	235
2021 Q3	$337K	Hold	7,350	–	–	0.11%	226
2021 Q2	$333K	Hold	7,350	–	–	0.12%	227
2021 Q1	$320K	Hold	7,350	–	–	0.12%	235
2020 Q4	$311K	Hold	7,350	–	–	0.12%	237
2020 Q3	$243K	Hold	7,350	–	–	0.12%	252
2020 Q2	$210K	Hold	7,350	–	–	0.11%	247
2020 Q1	$173K	Hold	7,350	–	–	0.11%	249
2019 Q4	$294K	Hold	7,350	–	–	0.14%	234
2019 Q3	$257K	Hold	7,350	–	–	0.13%	219
2019 Q2	$253K	Hold	7,350	–	–	0.13%	220
2019 Q1	$266K	Hold	7,350	–	–	0.14%	210
2018 Q4	$271K	Hold	7,350	–	–	0.19%	194
2018 Q3	$354K	Sell	7,350 -300	-4%	-$14.9K	0.2%	184
2018 Q2	$374K	Buy	7,650 +300	+4%	+$15.9K	0.22%	176
2018 Q1	$386K	Hold	7,350	–	–	0.23%	170
2017 Q4	$386K	Buy	+7,350	New	+$352K	0.24%	159

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

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

Investors Research Corp's LAZ Position: Q3 2024 in Review

Investors Research Corp sold out of Lazard (LAZ) in Q3 2024, closing a stake of 5,450 shares — an estimated $208K sold.

Investors Research Corp first reported a position in LAZ in Q4 2017 and held it in 27 quarters. The position peaked at $386K in Q1 2018. 274 funds tracked by Wall St. Rank hold LAZ as of Q3 2024.

Investors Research Corp reported no remaining Lazard position as of Q3 2024 after selling out during the quarter.
Investors Research Corp sold 5,450 Lazard shares in Q3 2024, an estimated $208K.
Investors Research Corp first reported a position in Lazard in Q4 2017 and held it in 27 quarters.
Investors Research Corp's Lazard position peaked at $386K in Q1 2018.
274 funds tracked by Wall St. Rank held Lazard as of Q3 2024.

Based on Investors Research Corp's 13F filing for Q3 2024, filed 12 Nov 2024.