Rockefeller Financial Services’s Lazard LAZ Stock Holding History

Rockefeller Financial Services’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 Q4	$211K	Hold	4,025	–	–	﹤0.01%	336
2017 Q3	$182K	Hold	4,025	–	–	﹤0.01%	344
2017 Q2	$186K	Hold	4,025	–	–	﹤0.01%	298
2017 Q1	$185K	Hold	4,025	–	–	﹤0.01%	316
2016 Q4	$165K	Buy	+4,025	New	+$156K	﹤0.01%	345
2016 Q3	–	Sell	-11,030	Closed	-$328K	–	477
2016 Q2	$328K	Hold	11,030	–	–	0.01%	291
2016 Q1	$428K	Hold	11,030	–	–	0.01%	265
2015 Q4	$496K	Hold	11,030	–	–	0.01%	255
2015 Q3	$478K	Hold	11,030	–	–	0.01%	252
2015 Q2	$620K	Hold	11,030	–	–	0.01%	224
2015 Q1	$580K	Hold	11,030	–	–	0.01%	231
2014 Q4	$552K	Hold	11,030	–	–	0.01%	233
2014 Q3	$559K	Hold	11,030	–	–	0.01%	239
2014 Q2	$569K	Hold	11,030	–	–	0.01%	249
2014 Q1	$519K	Hold	11,030	–	–	0.01%	253
2013 Q4	$500K	Hold	11,030	–	–	0.01%	268
2013 Q3	$397K	Hold	11,030	–	–	0.01%	282
2013 Q2	$355K	Buy	+11,030	New	+$369K	0.01%	279

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

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rockefeller Financial Services's LAZ Position: Q4 2017 in Review

Rockefeller Financial Services held its Lazard (LAZ) position steady in Q4 2017 at 4,025 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Rockefeller Financial Services first reported a position in LAZ in Q2 2013 and has held it in 18 quarters since. The position peaked at $620K in Q2 2015. 321 funds tracked by Wall St. Rank hold LAZ as of Q4 2017.

Rockefeller Financial Services held 4,025 shares of Lazard worth $211K as of Q4 2017.
Rockefeller Financial Services left its Lazard share count unchanged in Q4 2017.
Lazard made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #336 holding.
Rockefeller Financial Services first reported a position in Lazard in Q2 2013 and has held it in 18 quarters since.
Rockefeller Financial Services's Lazard position peaked at $620K in Q2 2015.
321 funds tracked by Wall St. Rank held Lazard as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.