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

JOYN 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
2019 Q1	–	Sell	-140	Closed	-$4K	–	849
2018 Q4	$4K	Sell	140 -19	-12%	-$536	﹤0.01%	1317
2018 Q3	$5K	Sell	159 -220	-58%	-$7K	﹤0.01%	1189
2018 Q2	$12K	Sell	379 -433	-53%	-$13.3K	﹤0.01%	833
2018 Q1	$24K	Buy	+812	New	+$24.9K	0.01%	627

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JOYN Advisors's LZB Position: Q1 2019 in Review

JOYN Advisors sold out of La-Z-Boy (LZB) in Q1 2019, closing a stake of 140 shares — an estimated $4K sold.

JOYN Advisors first reported a position in LZB in Q1 2018 and held it in 4 quarters. The position peaked at $24K in Q1 2018. 236 funds tracked by Wall St. Rank hold LZB as of Q1 2019.

JOYN Advisors reported no remaining La-Z-Boy position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 140 La-Z-Boy shares in Q1 2019, an estimated $4K.
JOYN Advisors first reported a position in La-Z-Boy in Q1 2018 and held it in 4 quarters.
JOYN Advisors's La-Z-Boy position peaked at $24K in Q1 2018.
236 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.