SummerHaven Investment Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,148
| Closed | -$645K | – | 239 |
|
|
2023
Q2 | $645K | Sell |
20,148
-3,429
| -15% | -$110K | 0.41% | 124 |
|
|
2023
Q1 | $781K | Buy |
23,577
+494
| +2% | +$16.4K | 0.45% | 120 |
|
|
2022
Q4 | $800K | Buy |
23,083
+308
| +1% | +$10.7K | 0.48% | 108 |
|
|
2022
Q3 | $725K | Buy |
+22,775
| New | +$725K | 0.5% | 92 |
|
|
2021
Q3 | – | Sell |
-14,983
| Closed | -$678K | – | 257 |
|
|
2021
Q2 | $678K | Buy |
14,983
+365
| +2% | +$16.5K | 0.39% | 147 |
|
|
2021
Q1 | $636K | Hold |
14,618
| – | – | 0.39% | 153 |
|
|
2020
Q4 | $618K | Buy |
+14,618
| New | +$618K | 0.48% | 97 |
|