AG
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Algert Global’s La-Z-Boy LZB Stock Holding History

Algert Global’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
2025
Q1 		– Sell
-74,711
Closed -$3.25M – 1275
2024
Q4 		$3.25M Buy
74,711
+3,801
+5% +$161K 0.08% 435
2024
Q3 		$3.04M Sell
70,910
-23,450
-25% -$965K 0.08% 427
2024
Q2 		$3.52M Buy
94,360
+81,900
+657% +$2.89M 0.12% 284
2024
Q1 		$469K Buy
+12,460
New +$455K 0.02% 778
2019
Q2 		– Sell
-8,614
Closed -$284K – 375
2019
Q1 		$284K Sell
8,614
-3,753
-30% -$119K 0.16% 195
2018
Q4 		$343K Buy
+12,367
New +$349K 0.1% 266
2018
Q3 		– Sell
-28,841
Closed -$883K – 373
2018
Q2 		$883K Sell
28,841
-69,056
-71% -$2.12M 0.18% 196
2018
Q1 		$2.93M Buy
97,897
+12,297
+14% +$377K 0.57% 55
2017
Q4 		$2.67M Sell
85,600
-18,418
-18% -$531K 0.63% 48
2017
Q3 		$2.8M Buy
104,018
+25,564
+33% +$745K 0.64% 39
2017
Q2 		$2.55M Buy
78,454
+41,407
+112% +$1.16M 0.72% 9
2017
Q1 		$1M Buy
37,047
+1,746
+5% +$49.5K 0.27% 159
2016
Q4 		$1.1M Buy
35,301
+1,574
+5% +$42.6K 0.31% 134
2016
Q3 		$828K Sell
33,727
-29,783
-47% -$838K 0.24% 169
2016
Q2 		$1.77M Sell
63,510
-387
-0.6% -$10.1K 0.72% 22
2016
Q1 		$1.71M Buy
+63,897
New +$1.49M 0.64% 33
2014
Q1 		– Sell
-57,780
Closed -$1.79M – 347
2013
Q4 		$1.79M Buy
57,780
+2,600
+5% +$67.2K 0.48% 72
2013
Q3 		$1.25M Sell
55,180
-3,110
-5% -$67.5K 0.36% 105
2013
Q2 		$1.18M Buy
+58,290
New +$1.08M 0.37% 109

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Algert Global's LZB Position: Q1 2025 in Review

Algert Global sold out of La-Z-Boy (LZB) in Q1 2025, closing a stake of 74,711 shares — an estimated $3.25M sold.

Algert Global first reported a position in LZB in Q2 2013 and held it in 19 quarters. The position peaked at $3.52M in Q2 2024. 246 funds tracked by Wall St. Rank hold LZB as of Q1 2025.

  • Algert Global reported no remaining La-Z-Boy position as of Q1 2025 after selling out during the quarter.
  • Algert Global sold 74,711 La-Z-Boy shares in Q1 2025, an estimated $3.25M.
  • Algert Global first reported a position in La-Z-Boy in Q2 2013 and held it in 19 quarters.
  • Algert Global's La-Z-Boy position peaked at $3.52M in Q2 2024.
  • 246 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2025.

Based on Algert Global's 13F filing for Q1 2025, filed 13 May 2025.