Lazard Asset Management
APEN

Lazard Asset Management’s Apollo Endosurgery, Inc. APEN Stock Holding History

Lazard Asset Management’s Portfolio APEN Stock Details APEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,701
Closed -$56K – 2621
2022
Q4 		$56K Sell
5,701
-5,203
-48% -$38.8K ﹤0.01% 1757
2022
Q3 		$60K Hold
10,904
– – ﹤0.01% 1717
2022
Q2 		$39K Buy
10,904
+4,762
+78% +$22.5K ﹤0.01% 1922
2022
Q1 		$37K Hold
6,142
– – ﹤0.01% 1894
2021
Q4 		$51K Buy
6,142
+2,236
+57% +$19.5K ﹤0.01% 1737
2021
Q3 		$35K Buy
+3,906
New +$33.6K ﹤0.01% 1841

Other funds holding APEN

CI
CPMG Inc Dallas, Texas $37.1M AUM 74.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

Lazard Asset Management's APEN Position: Q1 2023 in Review

Lazard Asset Management sold out of Apollo Endosurgery, Inc. (APEN) in Q1 2023, closing a stake of 5,701 shares — an estimated $56K sold.

Lazard Asset Management first reported a position in APEN in Q3 2021 and held it in 6 quarters. The position peaked at $60K in Q3 2022. 89 funds tracked by Wall St. Rank hold APEN as of Q1 2023.

  • Lazard Asset Management reported no remaining Apollo Endosurgery, Inc. position as of Q1 2023 after selling out during the quarter.
  • Lazard Asset Management sold 5,701 Apollo Endosurgery, Inc. shares in Q1 2023, an estimated $56K.
  • Lazard Asset Management first reported a position in Apollo Endosurgery, Inc. in Q3 2021 and held it in 6 quarters.
  • Lazard Asset Management's Apollo Endosurgery, Inc. position peaked at $60K in Q3 2022.
  • 89 funds tracked by Wall St. Rank held Apollo Endosurgery, Inc. as of Q1 2023.

Based on Lazard Asset Management's 13F filing for Q1 2023, filed 15 May 2023.