Summit Global Investments’s Lazard LAZ Stock Holding History

Summit Global Investments’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 Q1	–	Sell	-26,003	Closed	-$905K	–	555
2023 Q4	$905K	Buy	+26,003	New	+$783K	0.06%	253

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

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

EIP

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

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

Norges Bank Oslo, Norway $935B AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Global Investments's LAZ Position: Q1 2024 in Review

Summit Global Investments sold out of Lazard (LAZ) in Q1 2024, closing a stake of 26,003 shares — an estimated $905K sold.

Summit Global Investments first reported a position in LAZ in Q4 2023 and held it in 1 quarter. The position peaked at $905K in Q4 2023. 229 funds tracked by Wall St. Rank hold LAZ as of Q1 2024.

Summit Global Investments reported no remaining Lazard position as of Q1 2024 after selling out during the quarter.
Summit Global Investments sold 26,003 Lazard shares in Q1 2024, an estimated $905K.
Summit Global Investments first reported a position in Lazard in Q4 2023 and held it in 1 quarter.
Summit Global Investments's Lazard position peaked at $905K in Q4 2023.
229 funds tracked by Wall St. Rank held Lazard as of Q1 2024.

Based on Summit Global Investments's 13F filing for Q1 2024, filed 29 Apr 2024.