Navellier & Associates’s Lazard LAZ Stock Holding History

Navellier & Associates’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	–	Sell	-42,634	Closed	-$2.05M	–	275
2018 Q3	$2.05M	Sell	42,634 -315	-0.7%	-$15.7K	0.27%	107
2018 Q2	$2.1M	Sell	42,949 -117	-0.3%	-$6.19K	0.29%	103
2018 Q1	$2.26M	Buy	43,066 +2,557	+6%	+$142K	0.34%	95
2017 Q4	$2.13M	Sell	40,509 -8,062	-17%	-$386K	0.4%	85
2017 Q3	$2.2M	Sell	48,571 -7,680	-14%	-$341K	0.43%	67
2017 Q2	$2.61M	Buy	56,251 +8,652	+18%	+$388K	0.39%	83
2017 Q1	$2.19M	Buy	47,599 +5,661	+13%	+$244K	0.32%	98
2016 Q4	$1.72M	Buy	+41,938	New	+$1.63M	0.28%	105
2015 Q4	–	Sell	-12,497	Closed	-$541K	–	270
2015 Q3	$541K	Sell	12,497 -702	-5%	-$36.2K	0.05%	148
2015 Q2	$742K	Buy	13,199 +218	+2%	+$12.1K	0.07%	146
2015 Q1	$683K	Sell	12,981 -12,063	-48%	-$594K	0.06%	154
2014 Q4	$1.25M	Sell	25,044 -8,191	-25%	-$406K	0.06%	90
2014 Q3	$1.69M	Buy	33,235 +15,673	+89%	+$821K	0.08%	63
2014 Q2	$905K	Buy	+17,562	New	+$865K	0.04%	117

Other funds holding LAZ

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return