Tarbox Family Office’s La-Z-Boy LZB Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-86	Closed	-$2K	–	620
2022 Q1	$2K	Hold	86	–	–	﹤0.01%	825
2021 Q4	$3K	Hold	86	–	–	﹤0.01%	791
2021 Q3	$3K	Hold	86	–	–	﹤0.01%	808
2021 Q2	$3K	Hold	86	–	–	﹤0.01%	824
2021 Q1	$4K	Hold	86	–	–	﹤0.01%	650
2020 Q4	$3K	Hold	86	–	–	﹤0.01%	700
2020 Q3	$3K	Hold	86	–	–	﹤0.01%	631
2020 Q2	$2K	Hold	86	–	–	﹤0.01%	787
2020 Q1	$2K	Buy	+86	New	+$2.44K	﹤0.01%	674
2019 Q4	–	Sell	-42	Closed	-$1K	–	1153
2019 Q3	$1K	Hold	42	–	–	﹤0.01%	957
2019 Q2	$1K	Buy	+42	New	+$1.37K	﹤0.01%	976

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Tarbox Family Office's LZB Position: Q2 2022 in Review

Tarbox Family Office sold out of La-Z-Boy (LZB) in Q2 2022, closing a stake of 86 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in LZB in Q2 2019 and held it in 11 quarters. The position peaked at $4K in Q1 2021. 211 funds tracked by Wall St. Rank hold LZB as of Q2 2022.

Tarbox Family Office reported no remaining La-Z-Boy position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 86 La-Z-Boy shares in Q2 2022, an estimated $2K.
Tarbox Family Office first reported a position in La-Z-Boy in Q2 2019 and held it in 11 quarters.
Tarbox Family Office's La-Z-Boy position peaked at $4K in Q1 2021.
211 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.