Everence Capital Management’s La-Z-Boy LZB Stock Holding History

Everence Capital Management’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
2024 Q4	–	Sell	-6,970	Closed	-$299K	–	948
2024 Q3	$299K	Hold	6,970	–	–	0.02%	591
2024 Q2	$229	Hold	6,970	–	–	0.02%	639
2024 Q1	$262	Hold	6,970	–	–	0.02%	612
2023 Q4	$257K	Hold	6,970	–	–	0.02%	606
2023 Q3	$215	Buy	+6,970	New	+$215K	0.02%	644
2023 Q2	–	Sell	-6,970	Closed	-$203	–	737
2023 Q1	$203	Buy	+6,970	New	+$198K	0.02%	679
2022 Q1	–	Sell	-6,970	Closed	-$253K	–	767
2021 Q4	$253K	Hold	6,970	–	–	0.02%	649
2021 Q3	$225K	Hold	6,970	–	–	0.02%	658
2021 Q2	$258K	Hold	6,970	–	–	0.02%	611
2021 Q1	$296K	Hold	6,970	–	–	0.03%	563
2020 Q4	$278K	Hold	6,970	–	–	0.03%	548
2020 Q3	$220K	Buy	+6,970	New	+$212K	0.02%	558
2020 Q1	–	Sell	-6,970	Closed	-$219K	–	666
2019 Q4	$219K	Hold	6,970	–	–	0.03%	587
2019 Q3	$234K	Hold	6,970	–	–	0.04%	508
2019 Q2	$214K	Hold	6,970	–	–	0.04%	543
2019 Q1	$230K	Buy	+6,970	New	+$220K	0.04%	495

Other funds holding LZB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SAM

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Everence Capital Management's LZB Position: Q4 2024 in Review

Everence Capital Management sold out of La-Z-Boy (LZB) in Q4 2024, closing a stake of 6,970 shares — an estimated $299K sold.

Everence Capital Management first reported a position in LZB in Q1 2019 and held it in 16 quarters. The position peaked at $299K in Q3 2024. 245 funds tracked by Wall St. Rank hold LZB as of Q4 2024.

Everence Capital Management reported no remaining La-Z-Boy position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 6,970 La-Z-Boy shares in Q4 2024, an estimated $299K.
Everence Capital Management first reported a position in La-Z-Boy in Q1 2019 and held it in 16 quarters.
Everence Capital Management's La-Z-Boy position peaked at $299K in Q3 2024.
245 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.