Lazard Managed Equity Volatility Portfolio XEL Holdings History
Lazard Managed Equity Volatility Portfolio's Xcel Energy Inc Holding Summary
As of 2024-06-30, LAZARD FUNDS INC held 4,202.00 shares of Xcel Energy Inc(XEL), totaling $224,430.00. This investment constitutes 1.5% of their stock portfolio, and LAZARD FUNDS INC now holds 0% of the outstanding Xcel Energy Inc(XEL) stock.
The initial trade took place in 2020Q2. And since then Lazard Managed Equity Volatility Portfolio has made 6 purchases of XEL, at an average price of $63.09, for a total of 5,781.00 shares. In addition, there have been 4 sales at an average price of $66.41 for 1,579.00 shares. Based on historical transaction data and XEL's current price of $69.65, Lazard Managed Equity Volatility Portfolio's estimated gain on his XEL holdings is $32,784.63, reflecting a 8.99% gain to date.
Lazard Managed Equity Volatility Portfolio XEL ($69.65) Holding Chart
Lazard Managed Equity Volatility Portfolio XEL ($69.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
