Simplicity Wealth’s Lazard LAZ Stock Holding History

Simplicity Wealth’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	-15,805	Closed	-$603K	–	887
2024 Q2	$603K	Sell	15,805 -1,328	-8%	-$51.9K	0.01%	682
2024 Q1	$717K	Buy	+17,133	New	+$667K	0.02%	619

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 $3.37T AUM 44.26% 1-Year Est. Return

EIP

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

Simplicity Wealth's LAZ Position: Q3 2024 in Review

Simplicity Wealth sold out of Lazard (LAZ) in Q3 2024, closing a stake of 15,805 shares — an estimated $603K sold.

Simplicity Wealth first reported a position in LAZ in Q1 2024 and held it in 2 quarters. The position peaked at $717K in Q1 2024. 274 funds tracked by Wall St. Rank hold LAZ as of Q3 2024.

Simplicity Wealth reported no remaining Lazard position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 15,805 Lazard shares in Q3 2024, an estimated $603K.
Simplicity Wealth first reported a position in Lazard in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Lazard position peaked at $717K in Q1 2024.
274 funds tracked by Wall St. Rank held Lazard as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.