I can't help on the large establish tree because I've only just identified it as a bay tree and my neighbour thinks it is a different variety to hers but the one in the tub has this label, but it isn't a named variety by the looks of things.
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As you can see, I don't exactly follow the instructions for the full sun part shade because in the veranda it gets full shade, no sun! My veranda faces east and gets no rising sun because of the huge pines at the front of the house blocking out the light (needed in summer months) . Experience has shown me it struggles more with heat than cold. This potted plant has been down at -10°C for several winters with daytime figures reaching zero. It also got no sunshine were we used to live (last place).
If you get a young plant it will adapt to your conditions better but will take several years to establish because they are very slow growing.