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LZB icon

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

Advisornet 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
2024
Q1 		– Sell
-16
Closed -$591 – 2318
2023
Q4 		$591 Buy
16
+2
+14% +$64 ﹤0.01% 2053
2023
Q3 		$432 Hold
14
– – ﹤0.01% 2015
2023
Q2 		$401 Sell
14
-1
-7% -$28 ﹤0.01% 2093
2023
Q1 		$436 Buy
15
+2
+15% +$57 ﹤0.01% 2102
2022
Q4 		$297 Buy
+13
New +$316 ﹤0.01% 2141
2020
Q4 		– Sell
-314
Closed -$10K – 1761
2020
Q3 		$10K Buy
+314
New +$9.54K ﹤0.01% 1273

Other funds holding LZB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisornet Financial's LZB Position: Q1 2024 in Review

Advisornet Financial sold out of La-Z-Boy (LZB) in Q1 2024, closing a stake of 16 shares — an estimated $591 sold.

Advisornet Financial first reported a position in LZB in Q3 2020 and held it in 6 quarters. The position peaked at $10K in Q3 2020. 219 funds tracked by Wall St. Rank hold LZB as of Q1 2024.

  • Advisornet Financial reported no remaining La-Z-Boy position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 16 La-Z-Boy shares in Q1 2024, an estimated $591.
  • Advisornet Financial first reported a position in La-Z-Boy in Q3 2020 and held it in 6 quarters.
  • Advisornet Financial's La-Z-Boy position peaked at $10K in Q3 2020.
  • 219 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.