Lazard Asset Management
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Lazard Asset Management’s United States Copper Index Fund CPER Stock Holding History

Lazard Asset Management’s Portfolio CPER Stock Details CPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$378K Sell
10,990
-8,376
-43% -$299K ﹤0.01% 1449
2025
Q4 		$677K Sell
19,366
-2,673
-12% -$85.5K ﹤0.01% 1266
2025
Q3 		$661K Sell
22,039
-5,173
-19% -$156K ﹤0.01% 1263
2025
Q2 		$860K Sell
27,212
-95
-0.3% -$2.82K ﹤0.01% 1347
2025
Q1 		$862K Sell
27,307
-21
-0.1% -$605 ﹤0.01% 1264
2024
Q4 		$687K Sell
27,328
-1,371
-5% -$36.7K ﹤0.01% 1274
2024
Q3 		$813K Hold
28,699
– – ﹤0.01% 1178
2024
Q2 		$780K Buy
+28,699
New +$807K ﹤0.01% 1046
2024
Q1 		– Sell
-17,722
Closed -$427K – 2101
2023
Q4 		$427K Buy
+17,722
New +$410K ﹤0.01% 1158

Other funds holding CPER

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Lazard Asset Management's CPER Position: Q1 2026 in Review

Lazard Asset Management reduced its United States Copper Index Fund (CPER) stake by 43% in Q1 2026, selling an estimated $299K and leaving 10,990 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Lazard Asset Management first reported a position in CPER in Q4 2023 and has held it in 9 quarters since. The position peaked at $862K in Q1 2025. 129 funds tracked by Wall St. Rank hold CPER as of Q1 2026.

  • Lazard Asset Management held 10,990 shares of United States Copper Index Fund worth $378K as of Q1 2026.
  • Lazard Asset Management sold 8,376 United States Copper Index Fund shares in Q1 2026, an estimated $299K.
  • United States Copper Index Fund made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #1449 holding.
  • Lazard Asset Management first reported a position in United States Copper Index Fund in Q4 2023 and has held it in 9 quarters since.
  • Lazard Asset Management's United States Copper Index Fund position peaked at $862K in Q1 2025.
  • 129 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.