Apogem Capital’s La-Z-Boy LZB Stock Holding History

Apogem Capital’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
2022 Q1	–	Sell	-13,537	Closed	-$492K	–	189
2021 Q4	$492K	Buy	+13,537	New	+$472K	0.32%	96

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Apogem Capital's LZB Position: Q1 2022 in Review

Apogem Capital sold out of La-Z-Boy (LZB) in Q1 2022, closing a stake of 13,537 shares — an estimated $492K sold.

Apogem Capital first reported a position in LZB in Q4 2021 and held it in 1 quarter. The position peaked at $492K in Q4 2021. 214 funds tracked by Wall St. Rank hold LZB as of Q1 2022.

Apogem Capital reported no remaining La-Z-Boy position as of Q1 2022 after selling out during the quarter.
Apogem Capital sold 13,537 La-Z-Boy shares in Q1 2022, an estimated $492K.
Apogem Capital first reported a position in La-Z-Boy in Q4 2021 and held it in 1 quarter.
Apogem Capital's La-Z-Boy position peaked at $492K in Q4 2021.
214 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2022.

Based on Apogem Capital's 13F filing for Q1 2022, filed 16 May 2022.