Financial Gravity Asset Management’s Lazard LAZ Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	$40K	Sell	139 -48	-26%	-$1.81K	0.03%	742
2019 Q3	$7K	Sell	187 -8	-4%	-$283	0.01%	655
2019 Q2	$7K	Sell	195 -152	-44%	-$5.45K	0.01%	644
2019 Q1	$13K	Buy	+347	New	+$13K	0.01%	510
2018 Q3	$26K	Buy	667 +55	+9%	+$2.73K	0.03%	441
2018 Q2	$31K	Buy	612 +152	+33%	+$8.04K	0.03%	419
2018 Q1	$24K	Buy	+460	New	+$25.5K	0.02%	494

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Financial Gravity Asset Management's LAZ Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Lazard (LAZ) stake by 26% in Q4 2019, selling an estimated $1.81K and leaving 139 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #742.

Financial Gravity Asset Management first reported a position in LAZ in Q1 2018 and has held it in 7 quarters since. 245 funds tracked by Wall St. Rank hold LAZ as of Q4 2019.

Financial Gravity Asset Management held 139 shares of Lazard worth $40K as of Q4 2019.
Financial Gravity Asset Management sold 48 Lazard shares in Q4 2019, an estimated $1.81K.
Lazard made up 0.03% of Financial Gravity Asset Management's portfolio in Q4 2019, its #742 holding.
Financial Gravity Asset Management first reported a position in Lazard in Q1 2018 and has held it in 7 quarters since.
245 funds tracked by Wall St. Rank held Lazard as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.