Financial Gravity Asset Management’s La-Z-Boy LZB Stock Holding History

Financial Gravity Asset Management’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 Q2	–	Sell	-9	Closed	-$193	–	510
2020 Q1	$193	Buy	9 +2	+29%	+$57	﹤0.01%	740
2019 Q4	$31K	Buy	+7	New	+$235	0.02%	855
2019 Q2	–	Sell	-15	Closed	-$1K	–	1487
2019 Q1	$1K	Buy	+15	New	+$474	﹤0.01%	1138

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

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

Norges Bank Oslo, Norway $935B AUM

Financial Gravity Asset Management's LZB Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of La-Z-Boy (LZB) in Q2 2020, closing a stake of 9 shares — an estimated $193 sold.

Financial Gravity Asset Management first reported a position in LZB in Q1 2019 and held it in 3 quarters. The position peaked at $31K in Q4 2019. 210 funds tracked by Wall St. Rank hold LZB as of Q2 2020.

Financial Gravity Asset Management reported no remaining La-Z-Boy position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 9 La-Z-Boy shares in Q2 2020, an estimated $193.
Financial Gravity Asset Management first reported a position in La-Z-Boy in Q1 2019 and held it in 3 quarters.
Financial Gravity Asset Management's La-Z-Boy position peaked at $31K in Q4 2019.
210 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.