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

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

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

Fidelity Investments

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

JP Morgan Chase

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