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Catalyst Funds Management’s La-Z-Boy LZB Stock Holding History

Catalyst Funds 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
2024
Q4 		– Sell
-300
Closed -$12.9K – 862
2024
Q3 		$12.9K Sell
300
-700
-70% -$28.8K ﹤0.01% 1149
2024
Q2 		$37.3K Hold
1,000
– – 0.01% 495
2024
Q1 		$37.6K Buy
+1,000
New +$36.5K 0.01% 630

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

Catalyst Funds Management's LZB Position: Q4 2024 in Review

Catalyst Funds Management sold out of La-Z-Boy (LZB) in Q4 2024, closing a stake of 300 shares — an estimated $12.9K sold.

Catalyst Funds Management first reported a position in LZB in Q1 2024 and held it in 3 quarters. The position peaked at $37.6K in Q1 2024. 245 funds tracked by Wall St. Rank hold LZB as of Q4 2024.

  • Catalyst Funds Management reported no remaining La-Z-Boy position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 300 La-Z-Boy shares in Q4 2024, an estimated $12.9K.
  • Catalyst Funds Management first reported a position in La-Z-Boy in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's La-Z-Boy position peaked at $37.6K in Q1 2024.
  • 245 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.