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Sageworth Trust Company of South Dakota’s La-Z-Boy LZB Stock Holding History

Sageworth Trust Company of South Dakota’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
2022
Q3 		– Sell
-26
Closed -$1K – 471
2022
Q2 		$1K Hold
26
– – ﹤0.01% 494
2022
Q1 		$1K Sell
26
-117
-82% -$3.75K ﹤0.01% 535
2021
Q4 		$5K Buy
+143
New +$4.99K 0.01% 516

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sageworth Trust Company of South Dakota's LZB Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of La-Z-Boy (LZB) in Q3 2022, closing a stake of 26 shares — an estimated $1K sold.

Sageworth Trust Company of South Dakota first reported a position in LZB in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 216 funds tracked by Wall St. Rank hold LZB as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining La-Z-Boy position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 26 La-Z-Boy shares in Q3 2022, an estimated $1K.
  • Sageworth Trust Company of South Dakota first reported a position in La-Z-Boy in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's La-Z-Boy position peaked at $5K in Q4 2021.
  • 216 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.