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

Smithfield 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
Q4 		– Sell
-90
Closed -$2K – 1025
2022
Q3 		$2K Hold
90
– – ﹤0.01% 1014
2022
Q2 		$2K Hold
90
– – ﹤0.01% 1042
2022
Q1 		$2K Hold
90
– – ﹤0.01% 1051
2021
Q4 		$3K Hold
90
– – ﹤0.01% 1031
2021
Q3 		$3K Hold
90
– – ﹤0.01% 1057
2021
Q2 		$3K Hold
90
– – ﹤0.01% 1030
2021
Q1 		$4K Hold
90
– – ﹤0.01% 1027
2020
Q4 		$4K Hold
90
– – ﹤0.01% 1008
2020
Q3 		$3K Buy
+90
New +$2.73K ﹤0.01% 1010

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Smithfield Trust's LZB Position: Q4 2022 in Review

Smithfield Trust sold out of La-Z-Boy (LZB) in Q4 2022, closing a stake of 90 shares — an estimated $2K sold.

Smithfield Trust first reported a position in LZB in Q3 2020 and held it in 9 quarters. The position peaked at $4K in Q1 2021. 219 funds tracked by Wall St. Rank hold LZB as of Q4 2022.

  • Smithfield Trust reported no remaining La-Z-Boy position as of Q4 2022 after selling out during the quarter.
  • Smithfield Trust sold 90 La-Z-Boy shares in Q4 2022, an estimated $2K.
  • Smithfield Trust first reported a position in La-Z-Boy in Q3 2020 and held it in 9 quarters.
  • Smithfield Trust's La-Z-Boy position peaked at $4K in Q1 2021.
  • 219 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2022.

Based on Smithfield Trust's 13F filing for Q4 2022, filed 13 Feb 2023.