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

Evergreen 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
2022
Q2 		– Sell
-74,993
Closed -$1.98M – 637
2022
Q1 		$1.98M Sell
74,993
-103,015
-58% -$3.3M 0.08% 223
2021
Q4 		$6.46M Buy
+178,008
New +$6.21M 0.26% 108

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
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

Evergreen Capital Management's LZB Position: Q2 2022 in Review

Evergreen Capital Management sold out of La-Z-Boy (LZB) in Q2 2022, closing a stake of 74,993 shares — an estimated $1.98M sold.

Evergreen Capital Management first reported a position in LZB in Q4 2021 and held it in 2 quarters. The position peaked at $6.46M in Q4 2021. 211 funds tracked by Wall St. Rank hold LZB as of Q2 2022.

  • Evergreen Capital Management reported no remaining La-Z-Boy position as of Q2 2022 after selling out during the quarter.
  • Evergreen Capital Management sold 74,993 La-Z-Boy shares in Q2 2022, an estimated $1.98M.
  • Evergreen Capital Management first reported a position in La-Z-Boy in Q4 2021 and held it in 2 quarters.
  • Evergreen Capital Management's La-Z-Boy position peaked at $6.46M in Q4 2021.
  • 211 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2022.

Based on Evergreen Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.