Lazard Asset Management
SCM icon

Lazard Asset Management’s Stellus Capital Investment Corp SCM Stock Holding History

Lazard Asset Management’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,226
Closed -$30K – 2438
2023
Q3 		$30K Hold
2,226
– – ﹤0.01% 2026
2023
Q2 		$31K Hold
2,226
– – ﹤0.01% 1989
2023
Q1 		$31K Hold
2,226
– – ﹤0.01% 1937
2022
Q4 		$29K Hold
2,226
– – ﹤0.01% 2036
2022
Q3 		$26K Hold
2,226
– – ﹤0.01% 2021
2022
Q2 		$24K Buy
+2,226
New +$28.7K ﹤0.01% 2089

Other funds holding SCM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.54B AUM 18.41% 1-Year Est. Return

Lazard Asset Management's SCM Position: Q4 2023 in Review

Lazard Asset Management sold out of Stellus Capital Investment Corp (SCM) in Q4 2023, closing a stake of 2,226 shares — an estimated $30K sold.

Lazard Asset Management first reported a position in SCM in Q2 2022 and held it in 6 quarters. The position peaked at $31K in Q2 2023. 59 funds tracked by Wall St. Rank hold SCM as of Q4 2023.

  • Lazard Asset Management reported no remaining Stellus Capital Investment Corp position as of Q4 2023 after selling out during the quarter.
  • Lazard Asset Management sold 2,226 Stellus Capital Investment Corp shares in Q4 2023, an estimated $30K.
  • Lazard Asset Management first reported a position in Stellus Capital Investment Corp in Q2 2022 and held it in 6 quarters.
  • Lazard Asset Management's Stellus Capital Investment Corp position peaked at $31K in Q2 2023.
  • 59 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q4 2023.

Based on Lazard Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.