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Secure Asset Management’s Lazard LAZ Stock Holding History

Secure Asset 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
2023
Q4 		– Sell
-37,249
Closed -$1.16M – 240
2023
Q3 		$1.16M Sell
37,249
-14,151
-28% -$474K 0.35% 73
2023
Q2 		$1.64M Buy
51,400
+4,768
+10% +$147K 0.5% 56
2023
Q1 		$1.54M Buy
46,632
+2,214
+5% +$81.7K 0.52% 61
2022
Q4 		$1.54M Buy
44,418
+29,329
+194% +$1.04M 0.55% 52
2022
Q3 		$480K Buy
15,089
+3,416
+29% +$123K 0.27% 74
2022
Q2 		$378K Buy
+11,673
New +$394K 0.21% 96

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 $2.3T AUM 54.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Secure Asset Management's LAZ Position: Q4 2023 in Review

Secure Asset Management sold out of Lazard (LAZ) in Q4 2023, closing a stake of 37,249 shares — an estimated $1.16M sold.

Secure Asset Management first reported a position in LAZ in Q2 2022 and held it in 6 quarters. The position peaked at $1.64M in Q2 2023. 164 funds tracked by Wall St. Rank hold LAZ as of Q4 2023.

  • Secure Asset Management reported no remaining Lazard position as of Q4 2023 after selling out during the quarter.
  • Secure Asset Management sold 37,249 Lazard shares in Q4 2023, an estimated $1.16M.
  • Secure Asset Management first reported a position in Lazard in Q2 2022 and held it in 6 quarters.
  • Secure Asset Management's Lazard position peaked at $1.64M in Q2 2023.
  • 164 funds tracked by Wall St. Rank held Lazard as of Q4 2023.

Based on Secure Asset Management's 13F filing for Q4 2023, filed 22 Jan 2024.