Private Trust Company’s La-Z-Boy LZB Stock Holding History

Private Trust Company’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
2023 Q2	–	Sell	-111	Closed	-$3.23K	–	2344
2023 Q1	$3.23K	Sell	111 -49	-31%	-$1.39K	﹤0.01%	1980
2022 Q4	$4K	Hold	160	–	–	﹤0.01%	1870
2022 Q3	$4K	Hold	160	–	–	﹤0.01%	1740
2022 Q2	$4K	Buy	+160	New	+$4.12K	﹤0.01%	1810
2014 Q4	–	Sell	-83	Closed	-$2K	–	798
2014 Q3	$2K	Hold	83	–	–	﹤0.01%	1601
2014 Q2	$2K	Buy	83 +14	+20%	+$346	﹤0.01%	1606
2014 Q1	$2K	Buy	+69	New	+$1.89K	﹤0.01%	1488

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Trust Company's LZB Position: Q2 2023 in Review

Private Trust Company sold out of La-Z-Boy (LZB) in Q2 2023, closing a stake of 111 shares — an estimated $3.23K sold.

Private Trust Company first reported a position in LZB in Q1 2014 and held it in 7 quarters. The position peaked at $4K in Q4 2022. 225 funds tracked by Wall St. Rank hold LZB as of Q2 2023.

Private Trust Company reported no remaining La-Z-Boy position as of Q2 2023 after selling out during the quarter.
Private Trust Company sold 111 La-Z-Boy shares in Q2 2023, an estimated $3.23K.
Private Trust Company first reported a position in La-Z-Boy in Q1 2014 and held it in 7 quarters.
Private Trust Company's La-Z-Boy position peaked at $4K in Q4 2022.
225 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2023.

Based on Private Trust Company's 13F filing for Q2 2023, filed 28 Jul 2023.