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Belpointe Asset Management’s La-Z-Boy LZB Stock Holding History

Belpointe Asset Management’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
Q2 		– Sell
-16
Closed -$465 – 2176
2023
Q1 		$465 Buy
+16
New +$455 ﹤0.01% 3601

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's LZB Position: Q2 2023 in Review

Belpointe Asset Management sold out of La-Z-Boy (LZB) in Q2 2023, closing a stake of 16 shares — an estimated $465 sold.

Belpointe Asset Management first reported a position in LZB in Q1 2023 and held it in 1 quarter. The position peaked at $465 in Q1 2023. 225 funds tracked by Wall St. Rank hold LZB as of Q2 2023.

  • Belpointe Asset Management reported no remaining La-Z-Boy position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 16 La-Z-Boy shares in Q2 2023, an estimated $465.
  • Belpointe Asset Management first reported a position in La-Z-Boy in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's La-Z-Boy position peaked at $465 in Q1 2023.
  • 225 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.