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MOTCO’s Lazard LAZ Stock Holding History

MOTCO’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
Q4 		– Sell
-177
Closed -$8.92K – 531
2024
Q3 		$8.92K Buy
+177
New +$8.2K ﹤0.01% 483
2016
Q4 		– Sell
-635
Closed -$23K – 609
2016
Q3 		$23K Buy
+635
New +$22.2K ﹤0.01% 374

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MOTCO's LAZ Position: Q4 2024 in Review

MOTCO sold out of Lazard (LAZ) in Q4 2024, closing a stake of 177 shares — an estimated $8.92K sold.

MOTCO first reported a position in LAZ in Q3 2016 and held it in 2 quarters. The position peaked at $23K in Q3 2016. 294 funds tracked by Wall St. Rank hold LAZ as of Q4 2024.

  • MOTCO reported no remaining Lazard position as of Q4 2024 after selling out during the quarter.
  • MOTCO sold 177 Lazard shares in Q4 2024, an estimated $8.92K.
  • MOTCO first reported a position in Lazard in Q3 2016 and held it in 2 quarters.
  • MOTCO's Lazard position peaked at $23K in Q3 2016.
  • 294 funds tracked by Wall St. Rank held Lazard as of Q4 2024.

Based on MOTCO's 13F filing for Q4 2024, filed 5 Feb 2025.