SCM
LGI

Saba Capital Management’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Saba Capital Management’s Portfolio LGI Stock Details LGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-155,220
Closed -$2.39M – 336
2025
Q1 		$2.39M Sell
155,220
-494,995
-76% -$8.03M 0.06% 107
2024
Q4 		$10.4M Sell
650,215
-615,961
-49% -$10.4M 0.24% 67
2024
Q3 		$23M Buy
1,266,176
+1,200
+0.1% +$20.3K 0.48% 47
2024
Q2 		$21.1M Buy
1,264,976
+473,354
+60% +$7.64M 0.35% 57
2024
Q1 		$12.9M Buy
791,622
+600,970
+315% +$9.41M 0.22% 81
2023
Q4 		$2.92M Buy
190,652
+179,964
+1,684% +$2.54M 0.06% 175
2023
Q3 		$148K Buy
+10,688
New +$159K ﹤0.01% 311
2018
Q2 		– Sell
-29,813
Closed -$531K – 113
2018
Q1 		$531K Hold
29,813
– – 0.03% 113
2017
Q4 		$537K Hold
29,813
– – 0.04% 112
2017
Q3 		$500K Sell
29,813
-20,547
-41% -$340K 0.05% 81
2017
Q2 		$823K Hold
50,360
– – 0.07% 74
2017
Q1 		$755K Hold
50,360
– – 0.07% 75
2016
Q4 		$692K Buy
50,360
+1,000
+2% +$13.7K 0.07% 70
2016
Q3 		$690K Buy
+49,360
New +$680K 0.07% 70

Other funds holding LGI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Saba Capital Management's LGI Position: Q2 2025 in Review

Saba Capital Management sold out of Lazard Global Total Return & Income Fund (LGI) in Q2 2025, closing a stake of 155,220 shares — an estimated $2.39M sold.

Saba Capital Management first reported a position in LGI in Q3 2016 and held it in 14 quarters. The position peaked at $23M in Q3 2024. 37 funds tracked by Wall St. Rank hold LGI as of Q2 2025.

  • Saba Capital Management reported no remaining Lazard Global Total Return & Income Fund position as of Q2 2025 after selling out during the quarter.
  • Saba Capital Management sold 155,220 Lazard Global Total Return & Income Fund shares in Q2 2025, an estimated $2.39M.
  • Saba Capital Management first reported a position in Lazard Global Total Return & Income Fund in Q3 2016 and held it in 14 quarters.
  • Saba Capital Management's Lazard Global Total Return & Income Fund position peaked at $23M in Q3 2024.
  • 37 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q2 2025.

Based on Saba Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.