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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
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
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Gravity Asset Management's LZB Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in La-Z-Boy (LZB) in Q4 2019: 7 shares worth $31K. The stake represents 0.02% of the portfolio and ranks #855 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in LZB as recently as Q1 2019.

Financial Gravity Asset Management first reported a position in LZB in Q1 2019 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold LZB as of Q4 2019.

  • Financial Gravity Asset Management held 7 shares of La-Z-Boy worth $31K as of Q4 2019.
  • La-Z-Boy was a new Financial Gravity Asset Management position in Q4 2019.
  • La-Z-Boy made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #855 holding.
  • Financial Gravity Asset Management first reported a position in La-Z-Boy in Q1 2019 and has held it in 2 quarters since.
  • 212 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.