Claris Advisors’s La-Z-Boy LZB Stock Holding History

Claris 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	-3	Closed	-$129	–	693
2024 Q3	$129	Buy	+3	New	+$124	﹤0.01%	1086

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Claris Advisors's LZB Position: Q4 2024 in Review

Claris Advisors sold out of La-Z-Boy (LZB) in Q4 2024, closing a stake of 3 shares — an estimated $129 sold.

Claris Advisors first reported a position in LZB in Q3 2024 and held it in 1 quarter. The position peaked at $129 in Q3 2024. 245 funds tracked by Wall St. Rank hold LZB as of Q4 2024.

Claris Advisors reported no remaining La-Z-Boy position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 La-Z-Boy shares in Q4 2024, an estimated $129.
Claris Advisors first reported a position in La-Z-Boy in Q3 2024 and held it in 1 quarter.
Claris Advisors's La-Z-Boy position peaked at $129 in Q3 2024.
245 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.