Twin Capital Management’s Lazard LAZ Stock Holding History

Twin Capital Management’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	–	Sell	-77,460	Closed	-$2.86M	–	273
2018 Q4	$2.86M	Sell	77,460 -1,130	-1%	-$45.1K	0.16%	169
2018 Q3	$3.78M	Buy	78,590 +7,200	+10%	+$358K	0.17%	153
2018 Q2	$3.49M	Buy	71,390 +1,450	+2%	+$76.7K	0.18%	159
2018 Q1	$3.68M	Buy	+69,940	New	+$3.88M	0.19%	148
2016 Q3	–	Sell	-38,800	Closed	-$1.16M	–	365
2016 Q2	$1.16M	Sell	38,800 -3,200	-8%	-$111K	0.09%	293
2016 Q1	$1.63M	Sell	42,000 -130	-0.3%	-$4.67K	0.13%	187
2015 Q4	$1.9M	Buy	42,130 +9,500	+29%	+$435K	0.16%	172
2015 Q3	$1.41M	Buy	32,630 +9,880	+43%	+$509K	0.13%	175
2015 Q2	$1.28M	Sell	22,750 -4,200	-16%	-$234K	0.11%	186
2015 Q1	$1.42M	Buy	26,950 +6,640	+33%	+$327K	0.12%	186
2014 Q4	$1.02M	Buy	20,310 +3,250	+19%	+$161K	0.1%	199
2014 Q3	$865K	Buy	+17,060	New	+$894K	0.09%	212

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