TI
LAZ icon

Tidal Investments’s Lazard LAZ Stock Holding History

Tidal 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
Q3 		– Sell
-12,505
Closed -$477K – 1912
2024
Q2 		$477K Buy
+12,505
New +$488K 0.01% 1329
2024
Q1 		– Sell
-13,867
Closed -$483K – 1704
2023
Q4 		$483K Buy
13,867
+358
+3% +$10.8K 0.01% 955
2023
Q3 		$419K Buy
13,509
+2,161
+19% +$72.4K 0.01% 921
2023
Q2 		$363K Sell
11,348
-665
-6% -$20.6K 0.01% 959
2023
Q1 		$398K Buy
12,013
+631
+6% +$23.3K 0.01% 881
2022
Q4 		$395K Buy
11,382
+683
+6% +$24.3K 0.02% 736
2022
Q3 		$341K Sell
10,699
-1,765
-14% -$63.5K 0.01% 690
2022
Q2 		$404K Sell
12,464
-252
-2% -$8.51K 0.01% 673
2022
Q1 		$439K Buy
+12,716
New +$492K 0.01% 704

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return