Sageworth Trust’s La-Z-Boy LZB Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-43	Closed	-$2K	–	599
2021 Q4	$2K	Sell	43 -147	-77%	-$5.13K	﹤0.01%	608
2021 Q3	$6K	Hold	190	–	–	﹤0.01%	653
2021 Q2	$7K	Buy	+190	New	+$7.99K	﹤0.01%	665

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sageworth Trust's LZB Position: Q1 2022 in Review

Sageworth Trust sold out of La-Z-Boy (LZB) in Q1 2022, closing a stake of 43 shares — an estimated $2K sold.

Sageworth Trust first reported a position in LZB in Q2 2021 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 214 funds tracked by Wall St. Rank hold LZB as of Q1 2022.

Sageworth Trust reported no remaining La-Z-Boy position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 43 La-Z-Boy shares in Q1 2022, an estimated $2K.
Sageworth Trust first reported a position in La-Z-Boy in Q2 2021 and held it in 3 quarters.
Sageworth Trust's La-Z-Boy position peaked at $7K in Q2 2021.
214 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.