Burney Company’s La-Z-Boy LZB Stock Holding History

Burney Company’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	-7,075	Closed	-$206K	–	582
2023 Q1	$206K	Buy	+7,075	New	+$201K	0.01%	540
2022 Q2	–	Sell	-8,925	Closed	-$235K	–	561
2022 Q1	$235K	Buy	8,925 +1,050	+13%	+$33.6K	0.01%	535
2021 Q4	$286K	Hold	7,875	–	–	0.01%	501
2021 Q3	$254K	Hold	7,875	–	–	0.01%	513
2021 Q2	$292K	Hold	7,875	–	–	0.01%	502
2021 Q1	$335K	Hold	7,875	–	–	0.02%	465
2020 Q4	$314K	Hold	7,875	–	–	0.02%	439
2020 Q3	$249K	Hold	7,875	–	–	0.02%	442
2020 Q2	$213K	Buy	+7,875	New	+$189K	0.01%	450
2020 Q1	–	Sell	-7,875	Closed	-$248K	–	457
2019 Q4	$248K	Hold	7,875	–	–	0.01%	424
2019 Q3	$265K	Sell	7,875 -100	-1%	-$3.2K	0.02%	394
2019 Q2	$245K	Sell	7,975 -65	-0.8%	-$2.12K	0.01%	411
2019 Q1	$265K	Hold	8,040	–	–	0.02%	399
2018 Q4	$223K	Hold	8,040	–	–	0.02%	402
2018 Q3	$254K	Hold	8,040	–	–	0.02%	397
2018 Q2	$246K	Hold	8,040	–	–	0.01%	397
2018 Q1	$241K	Buy	+8,040	New	+$247K	0.01%	373

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burney Company's LZB Position: Q2 2023 in Review

Burney Company sold out of La-Z-Boy (LZB) in Q2 2023, closing a stake of 7,075 shares — an estimated $206K sold.

Burney Company first reported a position in LZB in Q1 2018 and held it in 17 quarters. The position peaked at $335K in Q1 2021. 225 funds tracked by Wall St. Rank hold LZB as of Q2 2023.

Burney Company reported no remaining La-Z-Boy position as of Q2 2023 after selling out during the quarter.
Burney Company sold 7,075 La-Z-Boy shares in Q2 2023, an estimated $206K.
Burney Company first reported a position in La-Z-Boy in Q1 2018 and held it in 17 quarters.
Burney Company's La-Z-Boy position peaked at $335K in Q1 2021.
225 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2023.

Based on Burney Company's 13F filing for Q2 2023, filed 9 Aug 2023.