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LAZ icon

FDx Advisors’s Lazard LAZ Stock Holding History

FDx Advisors’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
2017
Q2 		– Sell
-10,193
Closed -$469K – 1216
2017
Q1 		$469K Buy
10,193
+446
+5% +$19.2K 0.01% 800
2016
Q4 		$401K Buy
9,747
+1,459
+18% +$56.7K 0.01% 844
2016
Q3 		$301K Buy
+8,288
New +$290K 0.01% 778
2015
Q3 		– Sell
-6,757
Closed -$371K – 822
2015
Q2 		$371K Buy
+6,757
New +$376K 0.02% 670
2015
Q1 		– Sell
-28,614
Closed -$1.43M – 1910
2014
Q4 		$1.43M Sell
28,614
-6,613
-19% -$328K 0.09% 215
2014
Q3 		$1.79M Buy
35,227
+9,015
+34% +$472K 0.12% 174
2014
Q2 		$1.35M Buy
26,212
+19,328
+281% +$952K 0.09% 246
2014
Q1 		$324K Buy
+6,884
New +$310K 0.03% 583

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return