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Aperio Group’s La-Z-Boy LZB Stock Holding History

Aperio Group’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 		$815K Buy
20,455
+1,023
+5% +$37.9K ﹤0.01% 1701
2020
Q3 		$615K Buy
19,432
+935
+5% +$28.4K ﹤0.01% 1702
2020
Q2 		$501K Buy
18,497
+4,972
+37% +$120K ﹤0.01% 1784
2020
Q1 		$278K Sell
13,525
-172
-1% -$4.88K ﹤0.01% 1950
2019
Q4 		$431K Sell
13,697
-400
-3% -$13.4K ﹤0.01% 1883
2019
Q3 		$474K Sell
14,097
-1,933
-12% -$61.8K ﹤0.01% 1784
2019
Q2 		$491K Buy
16,030
+1,941
+14% +$63.3K ﹤0.01% 1790
2019
Q1 		$465K Sell
14,089
-488
-3% -$15.4K ﹤0.01% 1788
2018
Q4 		$404K Buy
14,577
+3,109
+27% +$87.7K ﹤0.01% 1808
2018
Q3 		$362K Buy
11,468
+23
+0.2% +$732 ﹤0.01% 1930
2018
Q2 		$350K Buy
11,445
+956
+9% +$29.4K ﹤0.01% 1934
2018
Q1 		$314K Sell
10,489
-177
-2% -$5.43K ﹤0.01% 1937
2017
Q4 		$333K Buy
10,666
+327
+3% +$9.44K ﹤0.01% 1897
2017
Q3 		$278K Sell
10,339
-163
-2% -$4.75K ﹤0.01% 1960
2017
Q2 		$341K Sell
10,502
-114
-1% -$3.2K ﹤0.01% 1828
2017
Q1 		$287K Sell
10,616
-1,184
-10% -$33.6K ﹤0.01% 1846
2016
Q4 		$366K Buy
11,800
+461
+4% +$12.5K ﹤0.01% 1692
2016
Q3 		$278K Buy
11,339
+1,534
+16% +$43.2K ﹤0.01% 1752
2016
Q2 		$273K Sell
9,805
-342
-3% -$8.96K ﹤0.01% 1697
2016
Q1 		$271K Buy
+10,147
New +$237K ﹤0.01% 1710
2015
Q4 		– Sell
-8,270
Closed -$220K – 2009
2015
Q3 		$220K Buy
8,270
+567
+7% +$15.1K ﹤0.01% 1717
2015
Q2 		$203K Buy
7,703
+36
+0.5% +$971 ﹤0.01% 1858
2015
Q1 		$216K Buy
+7,667
New +$204K ﹤0.01% 1785

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

Aperio Group's LZB Position: Q4 2020 in Review

Aperio Group increased its La-Z-Boy (LZB) stake by 5.3% in Q4 2020, buying an estimated $37.9K and bringing the position to 20,455 shares worth $815K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Aperio Group first reported a position in LZB in Q1 2015 and has held it in 23 quarters since. 220 funds tracked by Wall St. Rank hold LZB as of Q4 2020.

  • Aperio Group held 20,455 shares of La-Z-Boy worth $815K as of Q4 2020.
  • Aperio Group bought 1,023 La-Z-Boy shares in Q4 2020, an estimated $37.9K.
  • La-Z-Boy made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1701 holding.
  • Aperio Group first reported a position in La-Z-Boy in Q1 2015 and has held it in 23 quarters since.
  • 220 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2020.

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