AL
LZB icon

AJO LP’s La-Z-Boy LZB Stock Holding History

AJO LP’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
Q4 		– Sell
-155,572
Closed -$4.92M – 492
2020
Q3 		$4.92M Buy
155,572
+117,511
+309% +$3.57M 0.05% 265
2020
Q2 		$1.03M Buy
38,061
+12,600
+49% +$303K 0.01% 460
2020
Q1 		$523K Buy
+25,461
New +$723K ﹤0.01% 487
2019
Q3 		– Sell
-194,054
Closed -$5.95M – 660
2019
Q2 		$5.95M Buy
+194,054
New +$6.33M 0.03% 285
2016
Q3 		– Sell
-32,774
Closed -$912K – 545
2016
Q2 		$912K Sell
32,774
-2,158
-6% -$56.5K ﹤0.01% 407
2016
Q1 		$934K Sell
34,932
-13,295
-28% -$311K ﹤0.01% 409
2015
Q4 		$1.18M Buy
+48,227
New +$1.29M 0.01% 409
2013
Q3 		– Sell
-30,800
Closed -$624K – 534
2013
Q2 		$624K Buy
+30,800
New +$570K ﹤0.01% 449

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AJO LP's LZB Position: Q4 2020 in Review

AJO LP sold out of La-Z-Boy (LZB) in Q4 2020, closing a stake of 155,572 shares — an estimated $4.92M sold.

AJO LP first reported a position in LZB in Q2 2013 and held it in 8 quarters. The position peaked at $5.95M in Q2 2019. 220 funds tracked by Wall St. Rank hold LZB as of Q4 2020.

  • AJO LP reported no remaining La-Z-Boy position as of Q4 2020 after selling out during the quarter.
  • AJO LP sold 155,572 La-Z-Boy shares in Q4 2020, an estimated $4.92M.
  • AJO LP first reported a position in La-Z-Boy in Q2 2013 and held it in 8 quarters.
  • AJO LP's La-Z-Boy position peaked at $5.95M in Q2 2019.
  • 220 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.