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Diversified Trust’s La-Z-Boy LZB Stock Holding History

Diversified Trust’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
2021
Q1 		– Sell
-8,314
Closed -$331K – 815
2020
Q4 		$331K Sell
8,314
-4,292
-34% -$159K 0.01% 476
2020
Q3 		$399K Buy
12,606
+2,250
+22% +$68.4K 0.02% 360
2020
Q2 		$280K Buy
+10,356
New +$249K 0.01% 415

Other funds holding LZB

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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Diversified Trust's LZB Position: Q1 2021 in Review

Diversified Trust sold out of La-Z-Boy (LZB) in Q1 2021, closing a stake of 8,314 shares — an estimated $331K sold.

Diversified Trust first reported a position in LZB in Q2 2020 and held it in 3 quarters. The position peaked at $399K in Q3 2020. 234 funds tracked by Wall St. Rank hold LZB as of Q1 2021.

  • Diversified Trust reported no remaining La-Z-Boy position as of Q1 2021 after selling out during the quarter.
  • Diversified Trust sold 8,314 La-Z-Boy shares in Q1 2021, an estimated $331K.
  • Diversified Trust first reported a position in La-Z-Boy in Q2 2020 and held it in 3 quarters.
  • Diversified Trust's La-Z-Boy position peaked at $399K in Q3 2020.
  • 234 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2021.

Based on Diversified Trust's 13F filing for Q1 2021, filed 10 May 2021.