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

Tompkins 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 Q1	–	Sell	-23	Closed	-$1K	–	481
2020 Q4	$1K	Buy	+23	New	+$852	﹤0.01%	473

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tompkins Financial's LZB Position: Q1 2021 in Review

Tompkins Financial sold out of La-Z-Boy (LZB) in Q1 2021, closing a stake of 23 shares — an estimated $1K sold.

Tompkins Financial first reported a position in LZB in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 234 funds tracked by Wall St. Rank hold LZB as of Q1 2021.

Tompkins Financial reported no remaining La-Z-Boy position as of Q1 2021 after selling out during the quarter.
Tompkins Financial sold 23 La-Z-Boy shares in Q1 2021, an estimated $1K.
Tompkins Financial first reported a position in La-Z-Boy in Q4 2020 and held it in 1 quarter.
Tompkins Financial's La-Z-Boy position peaked at $1K in Q4 2020.
234 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2021.

Based on Tompkins Financial's 13F filing for Q1 2021, filed 9 Jun 2021.