Ellevest Inc’s La-Z-Boy LZB Stock Holding History

Ellevest Inc’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
2022 Q1	–	Sell	-141	Closed	-$5K	–	1539
2021 Q4	$5K	Buy	+141	New	+$4.92K	﹤0.01%	1002

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Ellevest Inc's LZB Position: Q1 2022 in Review

Ellevest Inc sold out of La-Z-Boy (LZB) in Q1 2022, closing a stake of 141 shares — an estimated $5K sold.

Ellevest Inc first reported a position in LZB in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 214 funds tracked by Wall St. Rank hold LZB as of Q1 2022.

Ellevest Inc reported no remaining La-Z-Boy position as of Q1 2022 after selling out during the quarter.
Ellevest Inc sold 141 La-Z-Boy shares in Q1 2022, an estimated $5K.
Ellevest Inc first reported a position in La-Z-Boy in Q4 2021 and held it in 1 quarter.
Ellevest Inc's La-Z-Boy position peaked at $5K in Q4 2021.
214 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2022.

Based on Ellevest Inc's 13F filing for Q1 2022, filed 19 Apr 2022.