Capstone Investment Advisors
LZB icon

Capstone Investment Advisors’s La-Z-Boy LZB Stock Holding History

Capstone Investment 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
2023
Q4 		– Sell
-17,359
Closed -$536K – 2270
2023
Q3 		$536K Buy
+17,359
New +$534K ﹤0.01% 1285
2018
Q1 		– Sell
-10,145
Closed -$316K – 467
2017
Q4 		$316K Buy
+10,145
New +$293K 0.01% 357
2017
Q3 		– Sell
-11,700
Closed -$380K – 657
2017
Q2 		$380K Buy
+11,700
New +$328K 0.01% 453
2016
Q4 		– Sell
-19,084
Closed -$468K – 1035
2016
Q3 		$468K Buy
+19,084
New +$537K 0.01% 527

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's LZB Position: Q4 2023 in Review

Capstone Investment Advisors sold out of La-Z-Boy (LZB) in Q4 2023, closing a stake of 17,359 shares — an estimated $536K sold.

Capstone Investment Advisors first reported a position in LZB in Q3 2016 and held it in 4 quarters. The position peaked at $536K in Q3 2023. 218 funds tracked by Wall St. Rank hold LZB as of Q4 2023.

  • Capstone Investment Advisors reported no remaining La-Z-Boy position as of Q4 2023 after selling out during the quarter.
  • Capstone Investment Advisors sold 17,359 La-Z-Boy shares in Q4 2023, an estimated $536K.
  • Capstone Investment Advisors first reported a position in La-Z-Boy in Q3 2016 and held it in 4 quarters.
  • Capstone Investment Advisors's La-Z-Boy position peaked at $536K in Q3 2023.
  • 218 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2023.

Based on Capstone Investment Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.