LAZARD ASSET MANAGEMENT LLC AOMR — ANGEL OAK MORTG

Ownership history in LAZARD ASSET MANAGEMENT LLC  ·  5 quarters on record

AI Ownership Summary

LAZARD ASSET MANAGEMENT LLC reported ANGEL OAK MORTG (AOMR) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows AOMR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AOMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LAZARD ASSET MANAGEMENT LLC's position in ANGEL OAK MORTG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AOMR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AOMR stock page LAZARD ASSET MANAGEMENT LLC fund profile LAZARD ASSET MANAGEMENT LLC full holdings
How LAZARD ASSET MANAGEMENT LLC held AOMR — position size vs. price
% of Fund (quarterly)    AOMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 19,503 +1,509 +8.4% 0.00% $183K 2025-11-14 $8.32
2025 Q2 ADDED — — — 17,994 +158 +0.9% 0.00% $169K 2025-08-14 $8.68
2025 Q1 ADDED — — — 17,836 +3,051 +20.6% 0.00% $169K 2025-05-15 $8.79
2024 Q4 ADDED — — — 14,785 +4,282 +40.8% 0.00% $137K 2025-02-14 $8.91
2024 Q3 INITIATED — — — 10,503 — — 0.00% $109K 2024-11-14 $8.04

🏢 Other funds also holding AOMR

As of 2026 Q1 — sorted by position size

RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.04% SANDERS MORRIS HARRIS LLC 3Y 7Y 0.02% STRS OHIO 3Y 7Y 0.0% Sterling Capital Management LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% True Wealth Design, LLC 3Y 0.0% Root Financial Partners, LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0% GHP Investment Advisors, Inc. 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About LAZARD ASSET MANAGEMENT LLC and AOMR

These are the practical questions this page is built to answer before you even open the full history table.

How long has LAZARD ASSET MANAGEMENT LLC reported owning AOMR?

LAZARD ASSET MANAGEMENT LLC reported AOMR across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported AOMR position in LAZARD ASSET MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for AOMR was 0.00% in 2025 Q1.

What is the latest reported AOMR position on this page?

The most recent filing on this page is 2025 Q3, when LAZARD ASSET MANAGEMENT LLC reported 19,503 shares, equal to 0.00% of portfolio, with an estimated market value of $183K.

What does the chart on this AOMR ownership page compare?

The chart compares LAZARD ASSET MANAGEMENT LLC's quarterly AOMR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LAZARD ASSET MANAGEMENT LLC time their AOMR position?

Based on 13F filing dates vs. subsequent AOMR price moves, LAZARD ASSET MANAGEMENT LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on AOMR relative to SPY over the holding period was -10.2%.

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