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Concurrent Investment Advisors, LLC → LGI
Concurrent Investment Advisors, LLC LGI Position History
Lazard Global Total Return and Income Fund, Inc. • Financial Services
Quarters held
2
Latest value
$1.9M
Q3 2026
Peak value
$1.9M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $959K |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 53.5K | — | — |
| Q2 2026 | $959K | 27.4K | — | — |
Other funds holding LGI
$547.9M
$516.9M
$500.8M
$454.1M
$301.6M
$279.7M
$268.3M
$268.1M