tru Independence’s La-Z-Boy LZB Stock Holding History

tru Independence’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
2020 Q3	–	Sell	-247	Closed	-$7	–	628
2020 Q2	$7	Buy	247 +100	+68%	+$2.4K	﹤0.01%	652
2020 Q1	$3	Hold	147	–	–	﹤0.01%	593
2019 Q4	$3K	Buy	+147	New	+$4.93K	﹤0.01%	760

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

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

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

tru Independence's LZB Position: Q3 2020 in Review

tru Independence sold out of La-Z-Boy (LZB) in Q3 2020, closing a stake of 247 shares — an estimated $7 sold.

tru Independence first reported a position in LZB in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 217 funds tracked by Wall St. Rank hold LZB as of Q3 2020.

tru Independence reported no remaining La-Z-Boy position as of Q3 2020 after selling out during the quarter.
tru Independence sold 247 La-Z-Boy shares in Q3 2020, an estimated $7.
tru Independence first reported a position in La-Z-Boy in Q4 2019 and held it in 3 quarters.
tru Independence's La-Z-Boy position peaked at $3K in Q4 2019.
217 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.