Fortis Advisors’s La-Z-Boy LZB Stock Holding History

Fortis Advisors’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 Q1	–	Sell	-4,963	Closed	-$156K	–	357
2019 Q4	$156K	Buy	+4,963	New	+$166K	0.09%	148

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

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

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

Fortis Advisors's LZB Position: Q1 2020 in Review

Fortis Advisors sold out of La-Z-Boy (LZB) in Q1 2020, closing a stake of 4,963 shares — an estimated $156K sold.

Fortis Advisors first reported a position in LZB in Q4 2019 and held it in 1 quarter. The position peaked at $156K in Q4 2019. 205 funds tracked by Wall St. Rank hold LZB as of Q1 2020.

Fortis Advisors reported no remaining La-Z-Boy position as of Q1 2020 after selling out during the quarter.
Fortis Advisors sold 4,963 La-Z-Boy shares in Q1 2020, an estimated $156K.
Fortis Advisors first reported a position in La-Z-Boy in Q4 2019 and held it in 1 quarter.
Fortis Advisors's La-Z-Boy position peaked at $156K in Q4 2019.
205 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.