Atom Investors’s La-Z-Boy LZB Stock Holding History

Atom Investors’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
2023 Q3	–	Sell	-11,644	Closed	-$333K	–	474
2023 Q2	$333K	Sell	11,644 -5,449	-32%	-$152K	0.13%	176
2023 Q1	$497K	Buy	+17,093	New	+$486K	0.27%	102
2022 Q1	–	Sell	-25,552	Closed	-$928K	–	268
2021 Q4	$928K	Buy	+25,552	New	+$892K	0.16%	113
2019 Q1	–	Sell	-65,098	Closed	-$1.8M	–	631
2018 Q4	$1.8M	Buy	+65,098	New	+$1.84M	0.18%	114

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Atom Investors's LZB Position: Q3 2023 in Review

Atom Investors sold out of La-Z-Boy (LZB) in Q3 2023, closing a stake of 11,644 shares — an estimated $333K sold.

Atom Investors first reported a position in LZB in Q4 2018 and held it in 4 quarters. The position peaked at $1.8M in Q4 2018. 215 funds tracked by Wall St. Rank hold LZB as of Q3 2023.

Atom Investors reported no remaining La-Z-Boy position as of Q3 2023 after selling out during the quarter.
Atom Investors sold 11,644 La-Z-Boy shares in Q3 2023, an estimated $333K.
Atom Investors first reported a position in La-Z-Boy in Q4 2018 and held it in 4 quarters.
Atom Investors's La-Z-Boy position peaked at $1.8M in Q4 2018.
215 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2023.

Based on Atom Investors's 13F filing for Q3 2023, filed 14 Nov 2023.