Lazard Asset Management
FDUS icon

Lazard Asset Management’s Fidus Investment FDUS Stock Holding History

Lazard Asset Management’s Portfolio FDUS Stock Details FDUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,415
Closed -$26K – 2379
2022
Q4 		$26K Hold
1,415
– – ﹤0.01% 2083
2022
Q3 		$24K Hold
1,415
– – ﹤0.01% 2045
2022
Q2 		$24K Buy
+1,415
New +$27.3K ﹤0.01% 2083
2020
Q4 		– Sell
-2,356
Closed -$23K – 1885
2020
Q3 		$23K Hold
2,356
– – ﹤0.01% 1390
2020
Q2 		$21K Sell
2,356
-382
-14% -$3.32K ﹤0.01% 1428
2020
Q1 		$18K Buy
2,738
+1,881
+219% +$24.3K ﹤0.01% 1454
2019
Q4 		$12K Hold
857
– – ﹤0.01% 1362
2019
Q3 		$12K Buy
+857
New +$13.2K ﹤0.01% 1256

Other funds holding FDUS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.41B AUM 25.38% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Lazard Asset Management sold out of Fidus Investment (FDUS) in Q1 2023, closing a stake of 1,415 shares — an estimated $26K sold.

Lazard Asset Management first reported a position in FDUS in Q3 2019 and held it in 8 quarters. The position peaked at $26K in Q4 2022. 92 funds tracked by Wall St. Rank hold FDUS as of Q1 2023.

  • Lazard Asset Management reported no remaining Fidus Investment position as of Q1 2023 after selling out during the quarter.
  • Lazard Asset Management sold 1,415 Fidus Investment shares in Q1 2023, an estimated $26K.
  • Lazard Asset Management first reported a position in Fidus Investment in Q3 2019 and held it in 8 quarters.
  • Lazard Asset Management's Fidus Investment position peaked at $26K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held Fidus Investment as of Q1 2023.

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