Lenox Wealth Advisors’s La-Z-Boy LZB Stock Holding History

Lenox Wealth 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 Q2	–	Sell	-54	Closed	-$1K	–	712
2020 Q1	$1K	Hold	54	–	–	﹤0.01%	702
2019 Q4	$2K	Hold	54	–	–	﹤0.01%	610
2019 Q3	$2K	Buy	+54	New	+$1.73K	﹤0.01%	510

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Lenox Wealth Advisors's LZB Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of La-Z-Boy (LZB) in Q2 2020, closing a stake of 54 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in LZB in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 210 funds tracked by Wall St. Rank hold LZB as of Q2 2020.

Lenox Wealth Advisors reported no remaining La-Z-Boy position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 54 La-Z-Boy shares in Q2 2020, an estimated $1K.
Lenox Wealth Advisors first reported a position in La-Z-Boy in Q3 2019 and held it in 3 quarters.
Lenox Wealth Advisors's La-Z-Boy position peaked at $2K in Q4 2019.
210 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.