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SpiderRock Advisors’s Lazard LAZ Stock Holding History

SpiderRock Advisors’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 		$2.05M Sell
40,762
-279
-0.7% -$12.9K 0.03% 318
2024
Q2 		$1.57M Buy
41,041
+29,166
+246% +$1.14M 0.03% 320
2024
Q1 		$459K Buy
+11,875
New +$463K 0.01% 538
2017
Q1 		– Hold
0
– – – 356

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SpiderRock Advisors's LAZ Position: Q3 2024 in Review

SpiderRock Advisors reduced its Lazard (LAZ) stake by 0.68% in Q3 2024, selling an estimated $12.9K and leaving 40,762 shares worth $2.05M. The position accounts for 0.03% of the portfolio, ranked #318.

SpiderRock Advisors first reported a position in LAZ in Q1 2024 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold LAZ as of Q3 2024.

  • SpiderRock Advisors held 40,762 shares of Lazard worth $2.05M as of Q3 2024.
  • SpiderRock Advisors sold 279 Lazard shares in Q3 2024, an estimated $12.9K.
  • Lazard made up 0.03% of SpiderRock Advisors's portfolio in Q3 2024, its #318 holding.
  • SpiderRock Advisors first reported a position in Lazard in Q1 2024 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held Lazard as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.