CSat Investment Advisory’s La-Z-Boy LZB Stock Holding History

CSat Investment Advisory’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 Q3	–	Sell	-6,289	Closed	-$170K	–	1104
2020 Q2	$170K	Sell	6,289 -7,860	-56%	-$189K	0.02%	344
2020 Q1	$291K	Buy	14,149 +2,677	+23%	+$76K	0.06%	193
2019 Q4	$361K	Buy	11,472 +1,909	+20%	+$64K	0.1%	186
2019 Q3	$321K	Buy	+9,563	New	+$306K	0.1%	176

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

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

Norges Bank Oslo, Norway $935B AUM

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

CSat Investment Advisory's LZB Position: Q3 2020 in Review

CSat Investment Advisory sold out of La-Z-Boy (LZB) in Q3 2020, closing a stake of 6,289 shares — an estimated $170K sold.

CSat Investment Advisory first reported a position in LZB in Q3 2019 and held it in 4 quarters. The position peaked at $361K in Q4 2019. 217 funds tracked by Wall St. Rank hold LZB as of Q3 2020.

CSat Investment Advisory reported no remaining La-Z-Boy position as of Q3 2020 after selling out during the quarter.
CSat Investment Advisory sold 6,289 La-Z-Boy shares in Q3 2020, an estimated $170K.
CSat Investment Advisory first reported a position in La-Z-Boy in Q3 2019 and held it in 4 quarters.
CSat Investment Advisory's La-Z-Boy position peaked at $361K in Q4 2019.
217 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2020.

Based on CSat Investment Advisory's 13F filing for Q3 2020, filed 13 Nov 2020.