Money Concepts Capital’s Lazard LAZ Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-4	Closed	-$143	–	1833
2022 Q4	$143	Buy	+4	New	+$142	﹤0.01%	3126

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Money Concepts Capital's LAZ Position: Q1 2023 in Review

Money Concepts Capital sold out of Lazard (LAZ) in Q1 2023, closing a stake of 4 shares — an estimated $143 sold.

Money Concepts Capital first reported a position in LAZ in Q4 2022 and held it in 1 quarter. The position peaked at $143 in Q4 2022. 210 funds tracked by Wall St. Rank hold LAZ as of Q1 2023.

Money Concepts Capital reported no remaining Lazard position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 4 Lazard shares in Q1 2023, an estimated $143.
Money Concepts Capital first reported a position in Lazard in Q4 2022 and held it in 1 quarter.
Money Concepts Capital's Lazard position peaked at $143 in Q4 2022.
210 funds tracked by Wall St. Rank held Lazard as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.