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Personal Capital Advisors’s La-Z-Boy LZB Stock Holding History

Personal Capital 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
2021
Q3 		– Sell
-5,615
Closed -$208K – 506
2021
Q2 		$208K Sell
5,615
-1,100
-16% -$46.2K ﹤0.01% 469
2021
Q1 		$285K Buy
+6,715
New +$281K ﹤0.01% 399

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Personal Capital Advisors's LZB Position: Q3 2021 in Review

Personal Capital Advisors sold out of La-Z-Boy (LZB) in Q3 2021, closing a stake of 5,615 shares — an estimated $208K sold.

Personal Capital Advisors first reported a position in LZB in Q1 2021 and held it in 2 quarters. The position peaked at $285K in Q1 2021. 228 funds tracked by Wall St. Rank hold LZB as of Q3 2021.

  • Personal Capital Advisors reported no remaining La-Z-Boy position as of Q3 2021 after selling out during the quarter.
  • Personal Capital Advisors sold 5,615 La-Z-Boy shares in Q3 2021, an estimated $208K.
  • Personal Capital Advisors first reported a position in La-Z-Boy in Q1 2021 and held it in 2 quarters.
  • Personal Capital Advisors's La-Z-Boy position peaked at $285K in Q1 2021.
  • 228 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2021.

Based on Personal Capital Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.