EverSource Wealth Advisors’s La-Z-Boy LZB Stock Holding History

EverSource Wealth 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	$5.88K	Buy	183 +104	+132%	+$3.76K	﹤0.01%	3188
2025 Q4	$2.94K	Sell	79 -92	-54%	-$3.22K	﹤0.01%	3344
2025 Q3	$5.87K	Sell	171 -730	-81%	-$26.8K	﹤0.01%	3087
2025 Q2	$33.5K	Buy	901 +670	+290%	+$26.8K	﹤0.01%	1900
2025 Q1	$9.03K	Buy	231 +8	+4%	+$347	﹤0.01%	2161
2024 Q4	$9.72K	Buy	223 +12	+6%	+$507	﹤0.01%	2006
2024 Q3	$9.06K	Hold	211	–	–	﹤0.01%	1923
2024 Q2	$9.31K	Hold	211	–	–	﹤0.01%	1898
2024 Q1	$6.93K	Hold	211	–	–	﹤0.01%	1879
2023 Q4	$7.79K	Hold	211	–	–	﹤0.01%	1676
2023 Q3	$6.52K	Hold	211	–	–	﹤0.01%	1588
2023 Q2	$6.04K	Buy	211 +158	+298%	+$4.41K	﹤0.01%	1647
2023 Q1	$1.54K	Sell	53 -65	-55%	-$1.85K	﹤0.01%	2016
2022 Q4	$2.69K	Sell	118 -248	-68%	-$6.03K	﹤0.01%	1820
2022 Q3	$8K	Buy	366 +53	+17%	+$1.41K	﹤0.01%	1200
2022 Q2	$7K	Buy	+313	New	+$8.05K	﹤0.01%	1156
2022 Q1	–	Sell	-151	Closed	-$6K	–	1790
2021 Q4	$6K	Buy	+151	New	+$5.27K	﹤0.01%	1186

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