Harvest Group Wealth Management’s La-Z-Boy LZB Stock Holding History

Harvest Group Wealth 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 Q1	–	Sell	-81	Closed	-$2K	–	775
2019 Q4	$2K	Hold	81	–	–	﹤0.01%	634
2019 Q3	$3K	Hold	81	–	–	﹤0.01%	570
2019 Q2	$2K	Sell	81 -16	-16%	-$522	﹤0.01%	562
2019 Q1	$3K	Buy	+97	New	+$3.06K	﹤0.01%	512

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

Harvest Group Wealth Management's LZB Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of La-Z-Boy (LZB) in Q1 2020, closing a stake of 81 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in LZB in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q3 2019. 205 funds tracked by Wall St. Rank hold LZB as of Q1 2020.

Harvest Group Wealth Management reported no remaining La-Z-Boy position as of Q1 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 81 La-Z-Boy shares in Q1 2020, an estimated $2K.
Harvest Group Wealth Management first reported a position in La-Z-Boy in Q1 2019 and held it in 4 quarters.
Harvest Group Wealth Management's La-Z-Boy position peaked at $3K in Q3 2019.
205 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.