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Freestone Capital Holdings’s La-Z-Boy LZB Stock Holding History

Freestone Capital Holdings’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
-1,348
Closed -$53.7K – 802
2020
Q4 		$53.7K Buy
+1,348
New +$49.9K ﹤0.01% 550

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

Freestone Capital Holdings's LZB Position: Q1 2021 in Review

Freestone Capital Holdings sold out of La-Z-Boy (LZB) in Q1 2021, closing a stake of 1,348 shares — an estimated $53.7K sold.

Freestone Capital Holdings first reported a position in LZB in Q4 2020 and held it in 1 quarter. The position peaked at $53.7K in Q4 2020. 234 funds tracked by Wall St. Rank hold LZB as of Q1 2021.

  • Freestone Capital Holdings reported no remaining La-Z-Boy position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,348 La-Z-Boy shares in Q1 2021, an estimated $53.7K.
  • Freestone Capital Holdings first reported a position in La-Z-Boy in Q4 2020 and held it in 1 quarter.
  • Freestone Capital Holdings's La-Z-Boy position peaked at $53.7K in Q4 2020.
  • 234 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.