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Neo Ivy Capital Management’s Lazard LAZ Stock Holding History

Neo Ivy Capital Management’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
Q3 		– Sell
-5,912
Closed -$226K – 339
2024
Q2 		$226K Buy
+5,912
New +$231K 0.04% 192
2023
Q4 		– Sell
-49,596
Closed -$1.54M – 381
2023
Q3 		$1.54M Buy
+49,596
New +$1.66M 0.68% 44
2022
Q4 		– Sell
-6,014
Closed -$191K – 456
2022
Q3 		$191K Buy
+6,014
New +$216K 0.5% 66
2022
Q1 		– Sell
-1,970
Closed -$86K – 548
2021
Q4 		$86K Buy
+1,970
New +$92.2K 0.12% 233
2021
Q3 		– Sell
-5,189
Closed -$235K – 556
2021
Q2 		$235K Buy
5,189
+3,392
+189% +$156K 0.24% 152
2021
Q1 		$78K Buy
+1,797
New +$76.4K 0.09% 279
2020
Q2 		– Sell
-11,873
Closed -$280K – 528
2020
Q1 		$280K Buy
+11,873
New +$440K 0.46% 68

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return