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Counterpoint Mutual Funds’s La-Z-Boy LZB Stock Holding History

Counterpoint Mutual Funds’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
2022
Q4 		– Sell
-4,726
Closed -$107K – 375
2022
Q3 		$107K Buy
4,726
+127
+3% +$3.37K 0.26% 167
2022
Q2 		$109K Buy
+4,599
New +$118K 0.07% 193

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Counterpoint Mutual Funds's LZB Position: Q4 2022 in Review

Counterpoint Mutual Funds sold out of La-Z-Boy (LZB) in Q4 2022, closing a stake of 4,726 shares — an estimated $107K sold.

Counterpoint Mutual Funds first reported a position in LZB in Q2 2022 and held it in 2 quarters. The position peaked at $109K in Q2 2022. 219 funds tracked by Wall St. Rank hold LZB as of Q4 2022.

  • Counterpoint Mutual Funds reported no remaining La-Z-Boy position as of Q4 2022 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 4,726 La-Z-Boy shares in Q4 2022, an estimated $107K.
  • Counterpoint Mutual Funds first reported a position in La-Z-Boy in Q2 2022 and held it in 2 quarters.
  • Counterpoint Mutual Funds's La-Z-Boy position peaked at $109K in Q2 2022.
  • 219 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2022.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2022, filed 19 Jan 2023.