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Disciplined Investments’s La-Z-Boy LZB Stock Holding History

Disciplined Investments’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
-11
Closed -$315 – 938
2023
Q2 		$315 Hold
11
– – ﹤0.01% 1378
2023
Q1 		$320 Buy
11
+2
+22% +$57 ﹤0.01% 1371
2022
Q4 		$205 Sell
9
-3
-25% -$73 ﹤0.01% 1429
2022
Q3 		$0 Buy
12
+1
+9% +$27 ﹤0.01% 1439
2022
Q2 		$0 Buy
11
+2
+22% +$51 ﹤0.01% 1473
2022
Q1 		$0 Buy
+9
New +$288 ﹤0.01% 1501

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

Disciplined Investments's LZB Position: Q3 2023 in Review

Disciplined Investments sold out of La-Z-Boy (LZB) in Q3 2023, closing a stake of 11 shares — an estimated $315 sold.

Disciplined Investments first reported a position in LZB in Q1 2022 and held it in 6 quarters. The position peaked at $320 in Q1 2023. 215 funds tracked by Wall St. Rank hold LZB as of Q3 2023.

  • Disciplined Investments reported no remaining La-Z-Boy position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 11 La-Z-Boy shares in Q3 2023, an estimated $315.
  • Disciplined Investments first reported a position in La-Z-Boy in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's La-Z-Boy position peaked at $320 in Q1 2023.
  • 215 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.