Jericho Capital Asset Management’s Lamar Advertising Co LAMR Stock Holding History

Jericho Capital Asset Management’s Portfolio LAMR Stock Details LAMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-818,000	Closed	-$92.8M	–	35
2021 Q3	$92.8M	Hold	818,000	–	–	2.54%	16
2021 Q2	$85.4M	Buy	818,000 +307,000	+60%	+$31.2M	2.02%	22
2021 Q1	$48M	Buy	+511,000	New	+$45M	1.27%	36
2020 Q4	–	Sell	-425,775	Closed	-$28.2M	–	59
2020 Q3	$28.2M	Sell	425,775 -106,000	-20%	-$7.04M	1.14%	34
2020 Q2	$35.5M	Buy	+531,775	New	+$32.5M	1.39%	32

Other funds holding LAMR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jericho Capital Asset Management's LAMR Position: Q4 2021 in Review

Jericho Capital Asset Management sold out of Lamar Advertising Co (LAMR) in Q4 2021, closing a stake of 818,000 shares — an estimated $92.8M sold.

Jericho Capital Asset Management first reported a position in LAMR in Q2 2020 and held it in 5 quarters. The position peaked at $92.8M in Q3 2021. 435 funds tracked by Wall St. Rank hold LAMR as of Q4 2021.

Jericho Capital Asset Management reported no remaining Lamar Advertising Co position as of Q4 2021 after selling out during the quarter.
Jericho Capital Asset Management sold 818,000 Lamar Advertising Co shares in Q4 2021, an estimated $92.8M.
Jericho Capital Asset Management first reported a position in Lamar Advertising Co in Q2 2020 and held it in 5 quarters.
Jericho Capital Asset Management's Lamar Advertising Co position peaked at $92.8M in Q3 2021.
435 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q4 2021.

Based on Jericho Capital Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.