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First Trust Direct Indexing’s La-Z-Boy LZB Stock Holding History

First Trust Direct Indexing’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
Q1 		– Sell
-2,089
Closed -$83K – 730
2020
Q4 		$83K Buy
+2,089
New +$77.4K 0.02% 576

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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Direct Indexing's LZB Position: Q1 2021 in Review

First Trust Direct Indexing sold out of La-Z-Boy (LZB) in Q1 2021, closing a stake of 2,089 shares — an estimated $83K sold.

First Trust Direct Indexing first reported a position in LZB in Q4 2020 and held it in 1 quarter. The position peaked at $83K in Q4 2020. 234 funds tracked by Wall St. Rank hold LZB as of Q1 2021.

  • First Trust Direct Indexing reported no remaining La-Z-Boy position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,089 La-Z-Boy shares in Q1 2021, an estimated $83K.
  • First Trust Direct Indexing first reported a position in La-Z-Boy in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's La-Z-Boy position peaked at $83K in Q4 2020.
  • 234 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.