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Mirabella Financial Services’s Lazard LAZ Stock Holding History

Mirabella Financial 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
2024
Q2 		– Sell
-8,239
Closed -$345K – 576
2024
Q1 		$345K Buy
+8,239
New +$321K 0.02% 369

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Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirabella Financial Services's LAZ Position: Q2 2024 in Review

Mirabella Financial Services sold out of Lazard (LAZ) in Q2 2024, closing a stake of 8,239 shares — an estimated $345K sold.

Mirabella Financial Services first reported a position in LAZ in Q1 2024 and held it in 1 quarter. The position peaked at $345K in Q1 2024. 257 funds tracked by Wall St. Rank hold LAZ as of Q2 2024.

  • Mirabella Financial Services reported no remaining Lazard position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 8,239 Lazard shares in Q2 2024, an estimated $345K.
  • Mirabella Financial Services first reported a position in Lazard in Q1 2024 and held it in 1 quarter.
  • Mirabella Financial Services's Lazard position peaked at $345K in Q1 2024.
  • 257 funds tracked by Wall St. Rank held Lazard as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.