Ergoteles’s La-Z-Boy LZB Stock Holding History

Ergoteles’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 Q4	–	Sell	-9,029	Closed	-$291K	–	1448
2021 Q3	$291K	Buy	+9,029	New	+$311K	0.01%	810

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Ergoteles's LZB Position: Q4 2021 in Review

Ergoteles sold out of La-Z-Boy (LZB) in Q4 2021, closing a stake of 9,029 shares — an estimated $291K sold.

Ergoteles first reported a position in LZB in Q3 2021 and held it in 1 quarter. The position peaked at $291K in Q3 2021. 230 funds tracked by Wall St. Rank hold LZB as of Q4 2021.

Ergoteles reported no remaining La-Z-Boy position as of Q4 2021 after selling out during the quarter.
Ergoteles sold 9,029 La-Z-Boy shares in Q4 2021, an estimated $291K.
Ergoteles first reported a position in La-Z-Boy in Q3 2021 and held it in 1 quarter.
Ergoteles's La-Z-Boy position peaked at $291K in Q3 2021.
230 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2021.

Based on Ergoteles's 13F filing for Q4 2021, filed 14 Feb 2022.