Realta Investment Advisors’s La-Z-Boy LZB Stock Holding History

Realta Investment 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 Q1	–	Sell	-310	Closed	-$10K	–	938
2019 Q4	$10K	Buy	+310	New	+$10.4K	﹤0.01%	1134

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

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

Realta Investment Advisors's LZB Position: Q1 2020 in Review

Realta Investment Advisors sold out of La-Z-Boy (LZB) in Q1 2020, closing a stake of 310 shares — an estimated $10K sold.

Realta Investment Advisors first reported a position in LZB in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 205 funds tracked by Wall St. Rank hold LZB as of Q1 2020.

Realta Investment Advisors reported no remaining La-Z-Boy position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 310 La-Z-Boy shares in Q1 2020, an estimated $10K.
Realta Investment Advisors first reported a position in La-Z-Boy in Q4 2019 and held it in 1 quarter.
Realta Investment Advisors's La-Z-Boy position peaked at $10K in Q4 2019.
205 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.