LTAS
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Linden Thomas Advisory Services’s Lazard LAZ Stock Holding History

Linden Thomas Advisory Services’s Portfolio LAZ Stock Details LAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-17,101
Closed -$547K – 406
2023
Q2 		$547K Buy
17,101
+563
+3% +$17.4K 0.12% 296
2023
Q1 		$548K Buy
16,538
+2,726
+20% +$101K 0.14% 270
2022
Q4 		$479K Buy
+13,812
New +$491K 0.13% 252

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Linden Thomas Advisory Services's LAZ Position: Q3 2023 in Review

Linden Thomas Advisory Services sold out of Lazard (LAZ) in Q3 2023, closing a stake of 17,101 shares — an estimated $547K sold.

Linden Thomas Advisory Services first reported a position in LAZ in Q4 2022 and held it in 3 quarters. The position peaked at $548K in Q1 2023. 195 funds tracked by Wall St. Rank hold LAZ as of Q3 2023.

  • Linden Thomas Advisory Services reported no remaining Lazard position as of Q3 2023 after selling out during the quarter.
  • Linden Thomas Advisory Services sold 17,101 Lazard shares in Q3 2023, an estimated $547K.
  • Linden Thomas Advisory Services first reported a position in Lazard in Q4 2022 and held it in 3 quarters.
  • Linden Thomas Advisory Services's Lazard position peaked at $548K in Q1 2023.
  • 195 funds tracked by Wall St. Rank held Lazard as of Q3 2023.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2023, filed 20 Oct 2023.