Lazard Asset Management
BPFH

Lazard Asset Management’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Lazard Asset Management’s Portfolio BPFH Stock Details BPFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,253
Closed -$27K – 1818
2019
Q4 		$27K Buy
2,253
+1,101
+96% +$12.8K ﹤0.01% 1177
2019
Q3 		$13K Buy
+1,152
New +$13K ﹤0.01% 1246

Other funds holding BPFH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Lazard Asset Management's BPFH Position: Q1 2020 in Review

Lazard Asset Management sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q1 2020, closing a stake of 2,253 shares — an estimated $27K sold.

Lazard Asset Management first reported a position in BPFH in Q3 2019 and held it in 2 quarters. The position peaked at $27K in Q4 2019. 169 funds tracked by Wall St. Rank hold BPFH as of Q1 2020.

  • Lazard Asset Management reported no remaining Boston Private Financial Holdings, Inc. position as of Q1 2020 after selling out during the quarter.
  • Lazard Asset Management sold 2,253 Boston Private Financial Holdings, Inc. shares in Q1 2020, an estimated $27K.
  • Lazard Asset Management first reported a position in Boston Private Financial Holdings, Inc. in Q3 2019 and held it in 2 quarters.
  • Lazard Asset Management's Boston Private Financial Holdings, Inc. position peaked at $27K in Q4 2019.
  • 169 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q1 2020.

Based on Lazard Asset Management's 13F filing for Q1 2020, filed 14 May 2020.