Howe & Rusling’s Lazard LAZ Stock Holding History

Howe & Rusling’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 Q1	–	Hold	0	–	-$5K	–	852
2018 Q4	–	Hold	0	–	–	–	542
2018 Q3	–	Hold	0	–	–	–	562
2018 Q2	–	Hold	0	–	–	–	504
2018 Q1	–	Hold	0	–	–	–	556
2017 Q4	–	Hold	0	–	-$9K	–	879
2017 Q3	–	Hold	0	–	–	–	501
2017 Q2	–	Hold	0	–	–	–	510
2017 Q1	–	Hold	0	–	–	–	528
2016 Q4	–	Hold	0	–	–	–	560
2016 Q3	–	Hold	0	–	–	–	592
2016 Q2	–	Hold	0	–	–	–	588
2016 Q1	–	Hold	0	–	–	–	573
2015 Q4	–	Hold	0	–	–	–	527
2015 Q3	–	Hold	0	–	–	–	543
2015 Q2	–	Hold	0	–	–	–	503
2015 Q1	–	Hold	0	–	–	–	491
2014 Q4	–	Hold	0	–	–	–	502

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Fidelity Investments

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

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

LSV Asset Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

VOYA Investment Management

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return