Aperio Group’s Lazard LAZ Stock Holding History

Aperio Group’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 Q2	–	Sell	-6,807	Closed	-$358K	–	2272
2018 Q1	$358K	Sell	6,807 -1,410	-17%	-$78.2K	﹤0.01%	1862
2017 Q4	$431K	Sell	8,217 -133	-2%	-$6.37K	﹤0.01%	1773
2017 Q3	$378K	Sell	8,350 -80	-0.9%	-$3.55K	﹤0.01%	1806
2017 Q2	$391K	Buy	8,430 +266	+3%	+$11.9K	﹤0.01%	1765
2017 Q1	$375K	Sell	8,164 -3,377	-29%	-$146K	﹤0.01%	1714
2016 Q4	$474K	Buy	11,541 +3,863	+50%	+$150K	﹤0.01%	1542
2016 Q3	$279K	Hold	7,678	–	–	﹤0.01%	1751
2016 Q2	$229K	Sell	7,678 -126	-2%	-$4.37K	﹤0.01%	1795
2016 Q1	$303K	Sell	7,804 -498	-6%	-$17.9K	﹤0.01%	1647
2015 Q4	$374K	Buy	8,302 +80	+1%	+$3.67K	﹤0.01%	1499
2015 Q3	$356K	Buy	8,222 +14	+0.2%	+$721	﹤0.01%	1475
2015 Q2	$462K	Hold	8,208	–	–	﹤0.01%	1369
2015 Q1	$432K	Sell	8,208 -63	-0.8%	-$3.1K	﹤0.01%	1356
2014 Q4	$414K	Buy	8,271 +60	+0.7%	+$2.98K	0.01%	1335
2014 Q3	$416K	Buy	8,211 +125	+2%	+$6.55K	0.01%	1225
2014 Q2	$417K	Buy	8,086 +1,606	+25%	+$79.1K	0.01%	1225
2014 Q1	$305K	Buy	+6,480	New	+$292K	﹤0.01%	1608
2013 Q4	–	Hold	0	–	–	–	1568

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

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

LSV Asset Management

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

Fidelity Investments

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

VOYA Investment Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return