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

Capital Performance 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
2024
Q4 		– Sell
-6
Closed -$258 – 1604
2024
Q3 		$258 Buy
+6
New +$247 ﹤0.01% 2502

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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Capital Performance Advisors's LZB Position: Q4 2024 in Review

Capital Performance Advisors sold out of La-Z-Boy (LZB) in Q4 2024, closing a stake of 6 shares — an estimated $258 sold.

Capital Performance Advisors first reported a position in LZB in Q3 2024 and held it in 1 quarter. The position peaked at $258 in Q3 2024. 245 funds tracked by Wall St. Rank hold LZB as of Q4 2024.

  • Capital Performance Advisors reported no remaining La-Z-Boy position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 6 La-Z-Boy shares in Q4 2024, an estimated $258.
  • Capital Performance Advisors first reported a position in La-Z-Boy in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's La-Z-Boy position peaked at $258 in Q3 2024.
  • 245 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.