BHG
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Blue Harbour Group’s Lazard LAZ Stock Holding History

Blue Harbour Group’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
2020
Q3 		– Sell
-237,238
Closed -$6.79M – 2
2020
Q2 		$6.79M Buy
+237,238
New +$6.43M 1.92% 6
2017
Q4 		– Sell
-447,073
Closed -$20.2M – 22
2017
Q3 		$20.2M Sell
447,073
-1,001,742
-69% -$44.4M 0.73% 17
2017
Q2 		$67.1M Sell
1,448,815
-271,226
-16% -$12.2M 2.59% 15
2017
Q1 		$79.1M Buy
1,720,041
+326,683
+23% +$14.1M 2.85% 15
2016
Q4 		$57.3M Buy
+1,393,358
New +$54.1M 1.91% 14

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Blue Harbour Group's LAZ Position: Q3 2020 in Review

Blue Harbour Group sold out of Lazard (LAZ) in Q3 2020, closing a stake of 237,238 shares — an estimated $6.79M sold.

Blue Harbour Group first reported a position in LAZ in Q4 2016 and held it in 5 quarters. The position peaked at $79.1M in Q1 2017. 213 funds tracked by Wall St. Rank hold LAZ as of Q3 2020.

  • Blue Harbour Group reported no remaining Lazard position as of Q3 2020 after selling out during the quarter.
  • Blue Harbour Group sold 237,238 Lazard shares in Q3 2020, an estimated $6.79M.
  • Blue Harbour Group first reported a position in Lazard in Q4 2016 and held it in 5 quarters.
  • Blue Harbour Group's Lazard position peaked at $79.1M in Q1 2017.
  • 213 funds tracked by Wall St. Rank held Lazard as of Q3 2020.

Based on Blue Harbour Group's 13F filing for Q3 2020.