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Berman Capital Advisors’s La-Z-Boy LZB Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$33K Buy
1,035
+206
+25% +$7.1K 0.01% 831
2021
Q2 		$30K Buy
829
+85
+11% +$3.57K ﹤0.01% 769
2021
Q1 		$31K Buy
744
+520
+232% +$21.8K 0.01% 645
2020
Q4 		$8K Hold
224
– – ﹤0.01% 1003
2020
Q3 		$7K Buy
224
+10
+5% +$304 ﹤0.01% 924
2020
Q2 		$5K Buy
214
+156
+269% +$3.75K ﹤0.01% 980
2020
Q1 		$1K Buy
+58
New +$1.65K ﹤0.01% 1325

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Berman Capital Advisors's LZB Position: Q3 2021 in Review

Berman Capital Advisors increased its La-Z-Boy (LZB) stake by 25% in Q3 2021, buying an estimated $7.1K and bringing the position to 1,035 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #831.

Berman Capital Advisors first reported a position in LZB in Q1 2020 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold LZB as of Q3 2021.

  • Berman Capital Advisors held 1,035 shares of La-Z-Boy worth $33K as of Q3 2021.
  • Berman Capital Advisors bought 206 La-Z-Boy shares in Q3 2021, an estimated $7.1K.
  • La-Z-Boy made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #831 holding.
  • Berman Capital Advisors first reported a position in La-Z-Boy in Q1 2020 and has held it in 7 quarters since.
  • 228 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.