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Annis Gardner Whiting Capital Advisors’s La-Z-Boy LZB Stock Holding History

Annis Gardner Whiting Capital 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
2025
Q3 		– Sell
-12
Closed -$447 – 1335
2025
Q2 		$447 Buy
+12
New +$480 ﹤0.01% 1202

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's LZB Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of La-Z-Boy (LZB) in Q3 2025, closing a stake of 12 shares — an estimated $447 sold.

Annis Gardner Whiting Capital Advisors first reported a position in LZB in Q2 2025 and held it in 1 quarter. The position peaked at $447 in Q2 2025. 244 funds tracked by Wall St. Rank hold LZB as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining La-Z-Boy position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 12 La-Z-Boy shares in Q3 2025, an estimated $447.
  • Annis Gardner Whiting Capital Advisors first reported a position in La-Z-Boy in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's La-Z-Boy position peaked at $447 in Q2 2025.
  • 244 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.