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LZB icon

ALPS Advisors’s La-Z-Boy LZB Stock Holding History

ALPS Advisors’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
Q3 		– Sell
-48,815
Closed -$1.82M – 1083
2024
Q2 		$1.82M Buy
48,815
+6,709
+16% +$237K 0.01% 354
2024
Q1 		$1.58M Buy
42,106
+6,350
+18% +$232K 0.01% 389
2023
Q4 		$1.32M Buy
35,756
+5,035
+16% +$162K 0.01% 404
2023
Q3 		$949K Buy
30,721
+19,921
+184% +$613K 0.01% 470
2023
Q2 		$309K Buy
10,800
+80
+0.7% +$2.23K ﹤0.01% 852
2023
Q1 		$312K Buy
+10,720
New +$305K ﹤0.01% 835
2022
Q1 		– Sell
-11,102
Closed -$403K – 910
2021
Q4 		$403K Buy
11,102
+144
+1% +$5.03K ﹤0.01% 653
2021
Q3 		$353K Buy
+10,958
New +$378K ﹤0.01% 714
2019
Q3 		– Sell
-11,252
Closed -$345K – 926
2019
Q2 		$345K Sell
11,252
-592
-5% -$19.3K ﹤0.01% 800
2019
Q1 		$391K Sell
11,844
-2,748
-19% -$86.8K ﹤0.01% 754
2018
Q4 		$404K Sell
14,592
-590
-4% -$16.6K ﹤0.01% 596
2018
Q3 		$480K Buy
+15,182
New +$483K ﹤0.01% 694
2016
Q3 		– Sell
-15,525
Closed -$432K – 731
2016
Q2 		$432K Sell
15,525
-1,144
-7% -$30K ﹤0.01% 370
2016
Q1 		$446K Buy
+16,669
New +$390K ﹤0.01% 377

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ALPS Advisors's LZB Position: Q3 2024 in Review

ALPS Advisors sold out of La-Z-Boy (LZB) in Q3 2024, closing a stake of 48,815 shares — an estimated $1.82M sold.

ALPS Advisors first reported a position in LZB in Q1 2016 and held it in 14 quarters. The position peaked at $1.82M in Q2 2024. 240 funds tracked by Wall St. Rank hold LZB as of Q3 2024.

  • ALPS Advisors reported no remaining La-Z-Boy position as of Q3 2024 after selling out during the quarter.
  • ALPS Advisors sold 48,815 La-Z-Boy shares in Q3 2024, an estimated $1.82M.
  • ALPS Advisors first reported a position in La-Z-Boy in Q1 2016 and held it in 14 quarters.
  • ALPS Advisors's La-Z-Boy position peaked at $1.82M in Q2 2024.
  • 240 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2024.

Based on ALPS Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.