IBM Retirement Fund’s Lazard LAZ Stock Holding History

IBM Retirement Fund’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
2017 Q1	–	Sell	-10,217	Closed	-$420K	–	561
2016 Q4	$420K	Sell	10,217 -1,868	-15%	-$72.6K	0.02%	643
2016 Q3	$439K	Sell	12,085 -785	-6%	-$27.4K	0.02%	687
2016 Q2	$383K	Buy	12,870 +100	+0.8%	+$3.47K	0.01%	770
2016 Q1	$495K	Sell	12,770 -17,143	-57%	-$615K	0.02%	656
2015 Q4	$1.35M	Buy	29,913 +2,988	+11%	+$137K	0.03%	635
2015 Q3	$1.17M	Sell	26,925 -2,325	-8%	-$120K	0.02%	599
2015 Q2	$1.65M	Sell	29,250 -32	-0.1%	-$1.78K	0.03%	569
2015 Q1	$1.54M	Hold	29,282	–	–	0.03%	587
2014 Q4	$1.47M	Buy	29,282 +2,748	+10%	+$136K	0.03%	589
2014 Q3	$1.34M	Sell	26,534 -3,814	-13%	-$200K	0.03%	562
2014 Q2	$1.58M	Sell	30,348 -949	-3%	-$46.8K	0.03%	577
2014 Q1	$1.49M	Sell	31,297 -17,586	-36%	-$792K	0.03%	587
2013 Q4	$2.22M	Sell	48,883 -3,584	-7%	-$145K	0.03%	581
2013 Q3	$1.89M	Sell	52,467 -6,928	-12%	-$246K	0.03%	650
2013 Q2	$1.91M	Buy	+59,395	New	+$1.99M	0.02%	669

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

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

JP Morgan Chase

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

T. Rowe Price Associates

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

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

Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

VOYA Investment Management

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return