Two Sigma Investments
LGI

Two Sigma Investments’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Two Sigma Investments’s Portfolio LGI Stock Details LGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-67,393
Closed -$1.13M – 3804
2025
Q2 		$1.13M Buy
+67,393
New +$1.05M ﹤0.01% 2171

Other funds holding LGI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Two Sigma Investments's LGI Position: Q3 2025 in Review

Two Sigma Investments sold out of Lazard Global Total Return & Income Fund (LGI) in Q3 2025, closing a stake of 67,393 shares — an estimated $1.13M sold.

Two Sigma Investments first reported a position in LGI in Q2 2025 and held it in 1 quarter. The position peaked at $1.13M in Q2 2025. 38 funds tracked by Wall St. Rank hold LGI as of Q3 2025.

  • Two Sigma Investments reported no remaining Lazard Global Total Return & Income Fund position as of Q3 2025 after selling out during the quarter.
  • Two Sigma Investments sold 67,393 Lazard Global Total Return & Income Fund shares in Q3 2025, an estimated $1.13M.
  • Two Sigma Investments first reported a position in Lazard Global Total Return & Income Fund in Q2 2025 and held it in 1 quarter.
  • Two Sigma Investments's Lazard Global Total Return & Income Fund position peaked at $1.13M in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Lazard Global Total Return & Income Fund as of Q3 2025.

Based on Two Sigma Investments's 13F filing for Q3 2025, filed 14 Nov 2025.