Lazard Asset Management
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Lazard Asset Management’s Franklin Covey FC Stock Holding History

Lazard Asset Management’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-38,795
Closed -$885K – 1973
2025
Q2 		$885K Sell
38,795
-34,986
-47% -$773K ﹤0.01% 1336
2025
Q1 		$2.04M Buy
73,781
+13,322
+22% +$441K ﹤0.01% 966
2024
Q4 		$2.27M Buy
60,459
+36,867
+156% +$1.42M ﹤0.01% 837
2024
Q3 		$970K Buy
23,592
+9,730
+70% +$390K ﹤0.01% 1088
2024
Q2 		$526K Buy
13,862
+8,250
+147% +$310K ﹤0.01% 1180
2024
Q1 		$220K Buy
5,612
+2,699
+93% +$108K ﹤0.01% 1258
2023
Q4 		$126K Sell
2,913
-3,261
-53% -$129K ﹤0.01% 1564
2023
Q3 		$264K Buy
6,174
+605
+11% +$26.8K ﹤0.01% 1297
2023
Q2 		$243K Sell
5,569
-638
-10% -$23.6K ﹤0.01% 1292
2023
Q1 		$238K Buy
6,207
+584
+10% +$27K ﹤0.01% 1270
2022
Q4 		$262K Buy
5,623
+181
+3% +$8.83K ﹤0.01% 1249
2022
Q3 		$247K Buy
5,442
+1,468
+37% +$72.7K ﹤0.01% 1231
2022
Q2 		$183K Buy
3,974
+2,179
+121% +$86.6K ﹤0.01% 1305
2022
Q1 		$81K Buy
1,795
+205
+13% +$9.5K ﹤0.01% 1496
2021
Q4 		$73K Sell
1,590
-306
-16% -$13.6K ﹤0.01% 1564
2021
Q3 		$77K Buy
+1,896
New +$73K ﹤0.01% 1499
2020
Q4 		– Sell
-2,145
Closed -$38K – 1882
2020
Q3 		$38K Sell
2,145
-427
-17% -$8.2K ﹤0.01% 1266
2020
Q2 		$55K Buy
2,572
+1,083
+73% +$22K ﹤0.01% 1203
2020
Q1 		$23K Buy
+1,489
New +$42.6K ﹤0.01% 1404
2019
Q4 		– Sell
-336
Closed -$11K – 1568
2019
Q3 		$11K Buy
+336
New +$12.1K ﹤0.01% 1287

Other funds holding FC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Lazard Asset Management's FC Position: Q3 2025 in Review

Lazard Asset Management sold out of Franklin Covey (FC) in Q3 2025, closing a stake of 38,795 shares — an estimated $885K sold.

Lazard Asset Management first reported a position in FC in Q3 2019 and held it in 20 quarters. The position peaked at $2.27M in Q4 2024. 113 funds tracked by Wall St. Rank hold FC as of Q3 2025.

  • Lazard Asset Management reported no remaining Franklin Covey position as of Q3 2025 after selling out during the quarter.
  • Lazard Asset Management sold 38,795 Franklin Covey shares in Q3 2025, an estimated $885K.
  • Lazard Asset Management first reported a position in Franklin Covey in Q3 2019 and held it in 20 quarters.
  • Lazard Asset Management's Franklin Covey position peaked at $2.27M in Q4 2024.
  • 113 funds tracked by Wall St. Rank held Franklin Covey as of Q3 2025.

Based on Lazard Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.