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Concourse Financial Group Securities’s La-Z-Boy LZB Stock Holding History

Concourse Financial Group Securities’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
Q3 		– Sell
-36
Closed -$1.11K – 2376
2023
Q2 		$1.03K Sell
36
-4
-10% -$112 ﹤0.01% 2128
2023
Q1 		$1.16K Buy
40
+3
+8% +$85 ﹤0.01% 2145
2022
Q4 		$844 Buy
37
+4
+12% +$97 ﹤0.01% 2188
2022
Q3 		$1K Buy
+33
New +$876 ﹤0.01% 1895

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Concourse Financial Group Securities's LZB Position: Q3 2023 in Review

Concourse Financial Group Securities sold out of La-Z-Boy (LZB) in Q3 2023, closing a stake of 36 shares — an estimated $1.11K sold.

Concourse Financial Group Securities first reported a position in LZB in Q3 2022 and held it in 4 quarters. The position peaked at $1.16K in Q1 2023. 215 funds tracked by Wall St. Rank hold LZB as of Q3 2023.

  • Concourse Financial Group Securities reported no remaining La-Z-Boy position as of Q3 2023 after selling out during the quarter.
  • Concourse Financial Group Securities sold 36 La-Z-Boy shares in Q3 2023, an estimated $1.11K.
  • Concourse Financial Group Securities first reported a position in La-Z-Boy in Q3 2022 and held it in 4 quarters.
  • Concourse Financial Group Securities's La-Z-Boy position peaked at $1.16K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2023.

Based on Concourse Financial Group Securities's 13F filing for Q3 2023, filed 25 Oct 2023.