Brinker Capital’s La-Z-Boy LZB Stock Holding History

Brinker Capital’s Portfolio LZB Stock Details LZB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$726K	Buy	26,833 +537	+2%	+$12.9K	0.02%	599
2020 Q1	$540K	Buy	26,296 +189	+0.7%	+$5.37K	0.02%	618
2019 Q4	$822K	Buy	26,107 +7,047	+37%	+$236K	0.03%	568
2019 Q3	$640K	Sell	19,060 -2,869	-13%	-$91.7K	0.02%	635
2019 Q2	$672K	Buy	21,929 +5,058	+30%	+$165K	0.02%	607
2019 Q1	$557K	Buy	16,871 +1,265	+8%	+$40K	0.02%	649
2018 Q4	$432K	Sell	15,606 -1,935	-11%	-$54.6K	0.02%	640
2018 Q3	$554K	Buy	17,541 +703	+4%	+$22.4K	0.02%	685
2018 Q2	$515K	Sell	16,838 -5,563	-25%	-$171K	0.02%	697
2018 Q1	$671K	Buy	22,401 +5,660	+34%	+$174K	0.03%	615
2017 Q4	$522K	Buy	16,741 +309	+2%	+$8.92K	0.02%	673
2017 Q3	$442K	Sell	16,432 -250	-1%	-$7.29K	0.02%	700
2017 Q2	$542K	Sell	16,682 -4,798	-22%	-$135K	0.03%	502
2017 Q1	$580K	Buy	+21,480	New	+$609K	0.03%	561

Other funds holding LZB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM