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Fieldpoint Private Securities’s La-Z-Boy LZB Stock Holding History

Fieldpoint Private Securities’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
-105
Closed -$3K – 1704
2021
Q3 		$3K Hold
105
– – ﹤0.01% 1383
2021
Q2 		$4K Sell
105
-55
-34% -$2.31K ﹤0.01% 1270
2021
Q1 		$7K Hold
160
– – ﹤0.01% 1106
2020
Q4 		$6K Buy
+160
New +$5.93K ﹤0.01% 1067

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fieldpoint Private Securities's LZB Position: Q4 2021 in Review

Fieldpoint Private Securities sold out of La-Z-Boy (LZB) in Q4 2021, closing a stake of 105 shares — an estimated $3K sold.

Fieldpoint Private Securities first reported a position in LZB in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q1 2021. 230 funds tracked by Wall St. Rank hold LZB as of Q4 2021.

  • Fieldpoint Private Securities reported no remaining La-Z-Boy position as of Q4 2021 after selling out during the quarter.
  • Fieldpoint Private Securities sold 105 La-Z-Boy shares in Q4 2021, an estimated $3K.
  • Fieldpoint Private Securities first reported a position in La-Z-Boy in Q4 2020 and held it in 4 quarters.
  • Fieldpoint Private Securities's La-Z-Boy position peaked at $7K in Q1 2021.
  • 230 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2021.

Based on Fieldpoint Private Securities's 13F filing for Q4 2021, filed 24 Jan 2022.