Aviva’s La-Z-Boy LZB Stock Holding History

Aviva’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 Q4	–	Sell	-19,635	Closed	-$606K	–	996
2023 Q3	$606K	Sell	19,635 -32,144	-62%	-$990K	﹤0.01%	760
2023 Q2	$1.48M	Buy	+51,779	New	+$1.45M	0.01%	717

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aviva's LZB Position: Q4 2023 in Review

Aviva sold out of La-Z-Boy (LZB) in Q4 2023, closing a stake of 19,635 shares — an estimated $606K sold.

Aviva first reported a position in LZB in Q2 2023 and held it in 2 quarters. The position peaked at $1.48M in Q2 2023. 218 funds tracked by Wall St. Rank hold LZB as of Q4 2023.

Aviva reported no remaining La-Z-Boy position as of Q4 2023 after selling out during the quarter.
Aviva sold 19,635 La-Z-Boy shares in Q4 2023, an estimated $606K.
Aviva first reported a position in La-Z-Boy in Q2 2023 and held it in 2 quarters.
Aviva's La-Z-Boy position peaked at $1.48M in Q2 2023.
218 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2023.

Based on Aviva's 13F filing for Q4 2023, filed 9 Feb 2024.