FGC
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Financial Gravity Companies’s Lazard LAZ Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$17K Buy
+424
New +$16.9K 0.02% 501
2018
Q1 		$24K Buy
460
+264
+135% +$14.6K 0.02% 494
2017
Q4 		$11K Buy
+196
New +$9.39K 0.01% 558

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Financial Gravity Companies's LAZ Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Lazard (LAZ) in Q4 2018: 424 shares worth $17K. The stake represents 0.02% of the portfolio and ranks #501 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LAZ as recently as Q1 2018.

Financial Gravity Companies first reported a position in LAZ in Q4 2017 and has held it in 3 quarters since. The position peaked at $24K in Q1 2018. 273 funds tracked by Wall St. Rank hold LAZ as of Q4 2018.

  • Financial Gravity Companies held 424 shares of Lazard worth $17K as of Q4 2018.
  • Lazard was a new Financial Gravity Companies position in Q4 2018.
  • Lazard made up 0.02% of Financial Gravity Companies's portfolio in Q4 2018, its #501 holding.
  • Financial Gravity Companies first reported a position in Lazard in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Lazard position peaked at $24K in Q1 2018.
  • 273 funds tracked by Wall St. Rank held Lazard as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.