Dana Investment Advisors’s La-Z-Boy LZB Stock Holding History

Dana Investment 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
2026 Q1	$5.17M	Sell	160,899 -364	-0.2%	-$13.2K	0.15%	168
2025 Q4	$6.01M	Sell	161,263 -210	-0.1%	-$7.36K	0.17%	140
2025 Q3	$5.54M	Sell	161,473 -1,126	-0.7%	-$41.3K	0.16%	154
2025 Q2	$6.04M	Sell	162,599 -2,499	-2%	-$99.9K	0.2%	129
2025 Q1	$6.45M	Sell	165,098 -18,261	-10%	-$792K	0.23%	114
2024 Q4	$7.99M	Sell	183,359 -10,570	-5%	-$447K	0.26%	88
2024 Q3	$8.33M	Sell	193,929 -22,890	-11%	-$942K	0.28%	93
2024 Q2	$8.08M	Sell	216,819 -2,915	-1%	-$103K	0.27%	101
2024 Q1	$8.27M	Buy	+219,734	New	+$8.03M	0.27%	105

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