Carroll Financial Associates’s La-Z-Boy LZB Stock Holding History

Carroll Financial Associates’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
2019 Q4	–	Sell	-3,236	Closed	-$108K	–	1616
2019 Q3	$108K	Buy	+3,236	New	+$103K	0.01%	488

Other funds holding LZB

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

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

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

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

SAM

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carroll Financial Associates's LZB Position: Q4 2019 in Review

Carroll Financial Associates sold out of La-Z-Boy (LZB) in Q4 2019, closing a stake of 3,236 shares — an estimated $108K sold.

Carroll Financial Associates first reported a position in LZB in Q3 2019 and held it in 1 quarter. The position peaked at $108K in Q3 2019. 212 funds tracked by Wall St. Rank hold LZB as of Q4 2019.

Carroll Financial Associates reported no remaining La-Z-Boy position as of Q4 2019 after selling out during the quarter.
Carroll Financial Associates sold 3,236 La-Z-Boy shares in Q4 2019, an estimated $108K.
Carroll Financial Associates first reported a position in La-Z-Boy in Q3 2019 and held it in 1 quarter.
Carroll Financial Associates's La-Z-Boy position peaked at $108K in Q3 2019.
212 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2019.

Based on Carroll Financial Associates's 13F filing for Q4 2019, filed 8 Jan 2020.