Oliver Luxxe Assets’s Lazard LAZ Stock Holding History

Oliver Luxxe Assets’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
2026 Q2	$1.08M	Sell	25,638 -21,927	-46%	-$1M	0.16%	146
2026 Q1	$2.02M	Sell	47,565 -63	-0.1%	-$3.08K	0.3%	126
2025 Q4	$2.31M	Buy	47,628 +235	+0.5%	+$11.7K	0.35%	98
2025 Q3	$2.5M	Buy	47,393 +801	+2%	+$43.2K	0.4%	90
2025 Q2	$2.24M	Buy	46,592 +517	+1%	+$21.6K	0.4%	87
2025 Q1	$2M	Sell	46,075 -43,185	-48%	-$2.15M	0.37%	97
2024 Q4	$4.55M	Buy	89,260 +45,549	+104%	+$2.44M	0.4%	84
2024 Q3	$2.2M	Buy	43,711 +22,755	+109%	+$1.05M	0.39%	80
2024 Q2	$800K	Buy	+20,956	New	+$818K	0.17%	126
2016 Q1	–	Sell	-30,206	Closed	-$1.09M	–	88
2015 Q4	$1.09M	Buy	+30,206	New	+$1.38M	0.97%	39

Other funds holding LAZ

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return