Foster & Motley’s Lazard LAZ Stock Holding History

Foster & Motley’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 Q2	–	Sell	-8,026	Closed	-$290K	–	247
2019 Q1	$290K	Sell	8,026 -4,446	-36%	-$167K	0.04%	208
2018 Q4	$460K	Buy	12,472 +7,041	+130%	+$281K	0.07%	173
2018 Q3	$261K	Buy	+5,431	New	+$270K	0.04%	214

Other funds holding LAZ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Foster & Motley's LAZ Position: Q2 2019 in Review

Foster & Motley sold out of Lazard (LAZ) in Q2 2019, closing a stake of 8,026 shares — an estimated $290K sold.

Foster & Motley first reported a position in LAZ in Q3 2018 and held it in 3 quarters. The position peaked at $460K in Q4 2018. 253 funds tracked by Wall St. Rank hold LAZ as of Q2 2019.

Foster & Motley reported no remaining Lazard position as of Q2 2019 after selling out during the quarter.
Foster & Motley sold 8,026 Lazard shares in Q2 2019, an estimated $290K.
Foster & Motley first reported a position in Lazard in Q3 2018 and held it in 3 quarters.
Foster & Motley's Lazard position peaked at $460K in Q4 2018.
253 funds tracked by Wall St. Rank held Lazard as of Q2 2019.

Based on Foster & Motley's 13F filing for Q2 2019, filed 17 Jul 2019.