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O'Keefe Stevens Advisory’s Lazard LAZ Stock Holding History

O'Keefe Stevens Advisory’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
2025
Q3 		– Sell
-218,890
Closed -$10.5M – 69
2025
Q2 		$10.5M Buy
218,890
+3,831
+2% +$160K 2.95% 13
2025
Q1 		$9.31M Buy
215,059
+4,013
+2% +$200K 3.05% 14
2024
Q4 		$10.9M Buy
211,046
+2,386
+1% +$128K 3.36% 11
2024
Q3 		$10.5M Sell
208,660
-690
-0.3% -$32K 3.18% 12
2024
Q2 		$7.99M Buy
209,350
+4,851
+2% +$189K 2.67% 13
2024
Q1 		$8.56M Buy
204,499
+864
+0.4% +$33.7K 2.81% 13
2023
Q4 		$7.09M Sell
203,635
-10,054
-5% -$303K 2.85% 15
2023
Q3 		$6.63M Buy
213,689
+67,086
+46% +$2.25M 3.02% 13
2023
Q2 		$4.69M Buy
146,603
+25,263
+21% +$781K 2.01% 17
2023
Q1 		$4.02M Buy
121,340
+2,951
+2% +$109K 1.98% 15
2022
Q4 		$4.1M Buy
118,389
+7,453
+7% +$265K 2.44% 16
2022
Q3 		$3.53M Buy
+110,936
New +$3.99M 2.39% 15

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

O'Keefe Stevens Advisory's LAZ Position: Q3 2025 in Review

O'Keefe Stevens Advisory sold out of Lazard (LAZ) in Q3 2025, closing a stake of 218,890 shares — an estimated $10.5M sold.

O'Keefe Stevens Advisory first reported a position in LAZ in Q3 2022 and held it in 12 quarters. The position peaked at $10.9M in Q4 2024. 341 funds tracked by Wall St. Rank hold LAZ as of Q3 2025.

  • O'Keefe Stevens Advisory reported no remaining Lazard position as of Q3 2025 after selling out during the quarter.
  • O'Keefe Stevens Advisory sold 218,890 Lazard shares in Q3 2025, an estimated $10.5M.
  • O'Keefe Stevens Advisory first reported a position in Lazard in Q3 2022 and held it in 12 quarters.
  • O'Keefe Stevens Advisory's Lazard position peaked at $10.9M in Q4 2024.
  • 341 funds tracked by Wall St. Rank held Lazard as of Q3 2025.

Based on O'Keefe Stevens Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.