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

Bruderman 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
2022
Q1 		– Sell
-5,758
Closed -$210K – 82
2021
Q4 		$210K Sell
5,758
-3,188
-36% -$111K 0.16% 101
2021
Q3 		$288K Buy
8,946
+3,419
+62% +$118K 0.07% 103
2021
Q2 		$205K Buy
5,527
+373
+7% +$15.7K 0.06% 87
2021
Q1 		$219K Buy
+5,154
New +$216K 0.06% 112
2019
Q2 		– Sell
-3,483
Closed -$115K – 367
2019
Q1 		$115K Buy
3,483
+335
+11% +$10.6K 0.03% 178
2018
Q4 		$87K Sell
3,148
-408
-11% -$11.5K 0.02% 195
2018
Q3 		$112K Sell
3,556
-194
-5% -$6.18K 0.03% 150
2018
Q2 		$115K Buy
+3,750
New +$115K 0.03% 155

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bruderman Asset Management's LZB Position: Q1 2022 in Review

Bruderman Asset Management sold out of La-Z-Boy (LZB) in Q1 2022, closing a stake of 5,758 shares — an estimated $210K sold.

Bruderman Asset Management first reported a position in LZB in Q2 2018 and held it in 8 quarters. The position peaked at $288K in Q3 2021. 214 funds tracked by Wall St. Rank hold LZB as of Q1 2022.

  • Bruderman Asset Management reported no remaining La-Z-Boy position as of Q1 2022 after selling out during the quarter.
  • Bruderman Asset Management sold 5,758 La-Z-Boy shares in Q1 2022, an estimated $210K.
  • Bruderman Asset Management first reported a position in La-Z-Boy in Q2 2018 and held it in 8 quarters.
  • Bruderman Asset Management's La-Z-Boy position peaked at $288K in Q3 2021.
  • 214 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2022.

Based on Bruderman Asset Management's 13F filing for Q1 2022, filed 13 May 2022.