Lazard Asset Management
COCO icon

Lazard Asset Management’s Vita Coco COCO Stock Holding History

Lazard Asset Management’s Portfolio COCO Stock Details COCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,592
Closed -$73K – 2323
2024
Q3 		$73K Buy
2,592
+393
+18% +$10.4K ﹤0.01% 1845
2024
Q2 		$61K Hold
2,199
– – ﹤0.01% 1887
2024
Q1 		$53K Buy
2,199
+40
+2% +$929 ﹤0.01% 1702
2023
Q4 		$55K Buy
2,159
+705
+48% +$19.1K ﹤0.01% 1864
2023
Q3 		$37K Hold
1,454
– – ﹤0.01% 1936
2023
Q2 		$39K Hold
1,454
– – ﹤0.01% 1904
2023
Q1 		$28K Hold
1,454
– – ﹤0.01% 1963
2022
Q4 		$20K Buy
+1,454
New +$17K ﹤0.01% 2131
2022
Q3 		– Sell
-1,308
Closed -$12K – 2349
2022
Q2 		$12K Buy
+1,308
New +$13.9K ﹤0.01% 2189
2022
Q1 		– Sell
-3,994
Closed -$44K – 2355
2021
Q4 		$44K Buy
+3,994
New +$50.8K ﹤0.01% 1794

Other funds holding COCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management's COCO Position: Q4 2024 in Review

Lazard Asset Management sold out of Vita Coco (COCO) in Q4 2024, closing a stake of 2,592 shares — an estimated $73K sold.

Lazard Asset Management first reported a position in COCO in Q4 2021 and held it in 10 quarters. The position peaked at $73K in Q3 2024. 200 funds tracked by Wall St. Rank hold COCO as of Q4 2024.

  • Lazard Asset Management reported no remaining Vita Coco position as of Q4 2024 after selling out during the quarter.
  • Lazard Asset Management sold 2,592 Vita Coco shares in Q4 2024, an estimated $73K.
  • Lazard Asset Management first reported a position in Vita Coco in Q4 2021 and held it in 10 quarters.
  • Lazard Asset Management's Vita Coco position peaked at $73K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Vita Coco as of Q4 2024.

Based on Lazard Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.