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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

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

Neo Ivy Capital Management's LAZ Position: Q3 2024 in Review

Neo Ivy Capital Management sold out of Lazard (LAZ) in Q3 2024, closing a stake of 5,912 shares — an estimated $226K sold.

Neo Ivy Capital Management first reported a position in LAZ in Q1 2020 and held it in 7 quarters. The position peaked at $1.54M in Q3 2023. 274 funds tracked by Wall St. Rank hold LAZ as of Q3 2024.

Neo Ivy Capital Management reported no remaining Lazard position as of Q3 2024 after selling out during the quarter.
Neo Ivy Capital Management sold 5,912 Lazard shares in Q3 2024, an estimated $226K.
Neo Ivy Capital Management first reported a position in Lazard in Q1 2020 and held it in 7 quarters.
Neo Ivy Capital Management's Lazard position peaked at $1.54M in Q3 2023.
274 funds tracked by Wall St. Rank held Lazard as of Q3 2024.

Based on Neo Ivy Capital Management's 13F filing for Q3 2024, filed 18 Nov 2024.