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Litman Gregory Wealth Management’s Lazard LAZ Stock Holding History

Litman Gregory Wealth 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 		– Sell
-28
Closed -$1K – 240
2019
Q3 		$1K Sell
28
-28
-50% -$991 ﹤0.01% 210
2019
Q2 		$2K Buy
+56
New +$2.01K ﹤0.01% 220

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
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
Norges Bank Oslo, Norway $1T AUM

Litman Gregory Wealth Management's LAZ Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Lazard (LAZ) in Q4 2019, closing a stake of 28 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in LAZ in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 245 funds tracked by Wall St. Rank hold LAZ as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Lazard position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 28 Lazard shares in Q4 2019, an estimated $1K.
  • Litman Gregory Wealth Management first reported a position in Lazard in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Lazard position peaked at $2K in Q2 2019.
  • 245 funds tracked by Wall St. Rank held Lazard as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.