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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Hold	–	-$11K	–	815
2017 Q2	–	Hold	–	–	–	535
2017 Q1	–	Hold	–	–	–	543

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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.