SFP
LAZ icon

Sweet Financial Partners’s Lazard LAZ Stock Holding History

Sweet Financial Partners’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 		$882K Hold
17,500
– – 0.19% 87
2024
Q2 		$668K Hold
17,500
– – 0.15% 101
2024
Q1 		$733K Buy
17,500
+500
+3% +$19.5K 0.17% 95
2023
Q4 		$592K Buy
17,000
+5,000
+42% +$151K 0.14% 108
2023
Q3 		$372K Hold
12,000
– – 0.1% 131
2023
Q2 		$384K Buy
12,000
+2,000
+20% +$61.8K 0.1% 123
2023
Q1 		$331K Hold
10,000
– – 0.09% 135
2022
Q4 		$347K Hold
10,000
– – 0.1% 124
2022
Q3 		$318K Hold
10,000
– – 0.1% 125
2022
Q2 		$324K Hold
10,000
– – 0.1% 122
2022
Q1 		$345K Buy
+10,000
New +$387K 0.09% 122

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 $3.38T AUM 44.17% 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

Sweet Financial Partners's LAZ Position: Q3 2024 in Review

Sweet Financial Partners held its Lazard (LAZ) position steady in Q3 2024 at 17,500 shares worth $882K. The position accounts for 0.19% of the portfolio, ranked #87.

Sweet Financial Partners first reported a position in LAZ in Q1 2022 and has held it in 11 quarters since. 274 funds tracked by Wall St. Rank hold LAZ as of Q3 2024.

  • Sweet Financial Partners held 17,500 shares of Lazard worth $882K as of Q3 2024.
  • Sweet Financial Partners left its Lazard share count unchanged in Q3 2024.
  • Lazard made up 0.19% of Sweet Financial Partners's portfolio in Q3 2024, its #87 holding.
  • Sweet Financial Partners first reported a position in Lazard in Q1 2022 and has held it in 11 quarters since.
  • 274 funds tracked by Wall St. Rank held Lazard as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.