MAI Capital Management’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$91.4K Buy
5,441
+12
+0.2% +$202 ﹤0.01% 1455
2025
Q1
$83.7K Buy
5,429
+11
+0.2% +$170 ﹤0.01% 1407
2024
Q4
$86.6K Buy
+5,418
New +$86.6K ﹤0.01% 1427