Symphony Financial’s La-Z-Boy LZB Stock Holding History

Symphony Financial’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
2021 Q2	–	Sell	-9,465	Closed	-$408K	–	180
2021 Q1	$408K	Buy	+9,465	New	+$396K	0.11%	128

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

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

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

Symphony Financial's LZB Position: Q2 2021 in Review

Symphony Financial sold out of La-Z-Boy (LZB) in Q2 2021, closing a stake of 9,465 shares — an estimated $408K sold.

Symphony Financial first reported a position in LZB in Q1 2021 and held it in 1 quarter. The position peaked at $408K in Q1 2021. 228 funds tracked by Wall St. Rank hold LZB as of Q2 2021.

Symphony Financial reported no remaining La-Z-Boy position as of Q2 2021 after selling out during the quarter.
Symphony Financial sold 9,465 La-Z-Boy shares in Q2 2021, an estimated $408K.
Symphony Financial first reported a position in La-Z-Boy in Q1 2021 and held it in 1 quarter.
Symphony Financial's La-Z-Boy position peaked at $408K in Q1 2021.
228 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2021.

Based on Symphony Financial's 13F filing for Q2 2021, filed 13 Jul 2021.