Covestor’s La-Z-Boy LZB Stock Holding History

Covestor’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
2026 Q1	$8K	Buy	267 +14	+6%	+$506	0.01%	1574
2025 Q4	$10K	Buy	253 +8	+3%	+$280	0.01%	1582
2025 Q3	$8K	Sell	245 -30	-11%	-$1.1K	﹤0.01%	1741
2025 Q2	$10K	Buy	275 +28	+11%	+$1.12K	0.01%	1598
2025 Q1	$10K	Buy	247 +9	+4%	+$390	0.01%	1492
2024 Q4	$11K	Sell	238 -3	-1%	-$127	0.01%	1490
2024 Q3	$11K	Sell	241 -73	-23%	-$3K	0.01%	1498
2024 Q2	$12K	Buy	314 +2	+0.6%	+$71	0.01%	1416
2024 Q1	$12K	Buy	312 +25	+9%	+$913	0.01%	1455
2023 Q4	$11K	Sell	287 -18	-6%	-$580	0.01%	1493
2023 Q3	$10K	Sell	305 -5	-2%	-$154	0.01%	1434
2023 Q2	$9K	Buy	310 +212	+216%	+$5.92K	0.01%	1511
2023 Q1	$3K	Buy	98 +30	+44%	+$853	﹤0.01%	1688
2022 Q4	$2K	Buy	68 +47	+224%	+$1.14K	﹤0.01%	1788
2022 Q3	$0	Sell	21 -129	-86%	-$3.42K	﹤0.01%	2337
2022 Q2	$4K	Buy	150 +29	+24%	+$746	﹤0.01%	1475
2022 Q1	$3K	Buy	121 +16	+15%	+$512	﹤0.01%	1613
2021 Q4	$4K	Buy	+105	New	+$3.66K	0.01%	1401

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

American Century Companies

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

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

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Geode Capital Management

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