TI
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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 $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

Tidal Investments's LAZ Position: Q3 2024 in Review

Tidal Investments sold out of Lazard (LAZ) in Q3 2024, closing a stake of 12,505 shares — an estimated $477K sold.

Tidal Investments first reported a position in LAZ in Q1 2022 and held it in 9 quarters. The position peaked at $483K in Q4 2023. 274 funds tracked by Wall St. Rank hold LAZ as of Q3 2024.

  • Tidal Investments reported no remaining Lazard position as of Q3 2024 after selling out during the quarter.
  • Tidal Investments sold 12,505 Lazard shares in Q3 2024, an estimated $477K.
  • Tidal Investments first reported a position in Lazard in Q1 2022 and held it in 9 quarters.
  • Tidal Investments's Lazard position peaked at $483K in Q4 2023.
  • 274 funds tracked by Wall St. Rank held Lazard as of Q3 2024.

Based on Tidal Investments's 13F filing for Q3 2024, filed 14 Nov 2024.