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
2018 Q4	–	Hold	0	–	–	–	542
2018 Q3	–	Hold	0	–	–	–	562
2018 Q2	–	Hold	0	–	–	–	504
2018 Q1	–	Hold	0	–	–	–	556
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return