Gillson Capital’s Lazard LAZ Stock Holding History

Gillson Capital’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 Q4	–	Sell	-165,693	Closed	-$5.48M	–	113
2020 Q3	$5.48M	Buy	+165,693	New	+$5.1M	0.8%	53

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gillson Capital's LAZ Position: Q4 2020 in Review

Gillson Capital sold out of Lazard (LAZ) in Q4 2020, closing a stake of 165,693 shares — an estimated $5.48M sold.

Gillson Capital first reported a position in LAZ in Q3 2020 and held it in 1 quarter. The position peaked at $5.48M in Q3 2020. 239 funds tracked by Wall St. Rank hold LAZ as of Q4 2020.

Gillson Capital reported no remaining Lazard position as of Q4 2020 after selling out during the quarter.
Gillson Capital sold 165,693 Lazard shares in Q4 2020, an estimated $5.48M.
Gillson Capital first reported a position in Lazard in Q3 2020 and held it in 1 quarter.
Gillson Capital's Lazard position peaked at $5.48M in Q3 2020.
239 funds tracked by Wall St. Rank held Lazard as of Q4 2020.

Based on Gillson Capital's 13F filing for Q4 2020, filed 12 Feb 2021.