Legacy Financial Advisors’s La-Z-Boy LZB Stock Holding History

Legacy Financial 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 Q2	–	Sell	-394	Closed	-$13K	–	578
2019 Q1	$13K	Hold	394	–	–	﹤0.01%	563
2018 Q4	$11K	Buy	+394	New	+$11.1K	﹤0.01%	545

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Financial Advisors's LZB Position: Q2 2019 in Review

Legacy Financial Advisors sold out of La-Z-Boy (LZB) in Q2 2019, closing a stake of 394 shares — an estimated $13K sold.

Legacy Financial Advisors first reported a position in LZB in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q1 2019. 206 funds tracked by Wall St. Rank hold LZB as of Q2 2019.

Legacy Financial Advisors reported no remaining La-Z-Boy position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 394 La-Z-Boy shares in Q2 2019, an estimated $13K.
Legacy Financial Advisors first reported a position in La-Z-Boy in Q4 2018 and held it in 2 quarters.
Legacy Financial Advisors's La-Z-Boy position peaked at $13K in Q1 2019.
206 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.