Lazard Asset Management’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History

Lazard Asset Management’s Portfolio SPXU Stock Details SPXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Hold	0	–	–	–	2450
2023 Q3	–	Hold	0	–	–	–	2462
2023 Q2	–	Hold	0	–	–	–	2523
2023 Q1	–	Hold	0	–	–	–	2533
2022 Q4	–	Hold	0	–	–	–	2562
2022 Q3	–	Hold	0	–	–	–	2535
2022 Q2	–	Hold	0	–	–	–	2559
2022 Q1	–	Hold	0	–	–	–	2511
2021 Q4	–	Hold	0	–	–	–	2447
2021 Q3	–	Hold	0	–	–	–	2283
2021 Q2	–	Sell	-100	Closed	-$40K	–	2065
2021 Q1	$47K	Buy	+100	New	+$52.9K	﹤0.01%	1457
2020 Q4	–	Hold	0	–	–	–	1975

Other funds holding SPXU

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

RCM

Ridgepath Capital Management Knoxville, Tennessee $227M AUM 13.85% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Lazard Asset Management held its ProShares UltraPro Short S&P 500 (SPXU) position steady in Q4 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

Lazard Asset Management first reported a position in SPXU in Q1 2021 and has held it in 1 quarter since. The position peaked at $47K in Q1 2021. 54 funds tracked by Wall St. Rank hold SPXU as of Q4 2023.

Lazard Asset Management held 0 shares of ProShares UltraPro Short S&P 500 worth $0 as of Q4 2023.
Lazard Asset Management left its ProShares UltraPro Short S&P 500 share count unchanged in Q4 2023.
ProShares UltraPro Short S&P 500 made up ﹤0.01% of Lazard Asset Management's portfolio in Q4 2023, its #2450 holding.
Lazard Asset Management first reported a position in ProShares UltraPro Short S&P 500 in Q1 2021 and has held it in 1 quarter since.
Lazard Asset Management's ProShares UltraPro Short S&P 500 position peaked at $47K in Q1 2021.
54 funds tracked by Wall St. Rank held ProShares UltraPro Short S&P 500 as of Q4 2023.

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