FGAM
LAZ icon

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
2023
Q1 		– Sell
-35
Closed -$97 – 1425
2022
Q4 		$97 Buy
+35
New +$1.24K ﹤0.01% 1111
2020
Q2 		– Sell
-125
Closed -$2.95K – 488
2020
Q1 		$2.95K Sell
125
-14
-10% -$518 0.01% 371
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return