First National Bank of Omaha’s La-Z-Boy LZB Stock Holding History

First National Bank of Omaha’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 Q2	–	Sell	-13,383	Closed	-$389K	–	333
2023 Q1	$389K	Sell	13,383 -4,021	-23%	-$114K	0.02%	286
2022 Q4	$397K	Sell	17,404 -1,537	-8%	-$37.4K	0.02%	288
2022 Q3	$427K	Sell	18,941 -721	-4%	-$19.1K	0.03%	285
2022 Q2	$466K	Sell	19,662 -1,135	-5%	-$29.2K	0.03%	276
2022 Q1	$548K	Sell	20,797 -7,183	-26%	-$230K	0.03%	266
2021 Q4	$1.02M	Sell	27,980 -2,224	-7%	-$77.6K	0.05%	228
2021 Q3	$973K	Sell	30,204 -3,182	-10%	-$110K	0.05%	227
2021 Q2	$1.42M	Hold	33,386	–	–	0.07%	203
2021 Q1	$1.42M	Sell	33,386 -3,862	-10%	-$162K	0.07%	203
2020 Q4	$1.48M	Sell	37,248 -797	-2%	-$29.5K	0.08%	197
2020 Q3	$1.2M	Sell	38,045 -288	-0.8%	-$8.75K	0.08%	188
2020 Q2	$1.04M	Sell	38,333 -276	-0.7%	-$6.64K	0.07%	198
2020 Q1	$793K	Buy	38,609 +12,853	+50%	+$365K	0.06%	214
2019 Q4	$811K	Buy	25,756 +671	+3%	+$22.5K	0.05%	243
2019 Q3	$843K	Buy	25,085 +140	+0.6%	+$4.48K	0.05%	227
2019 Q2	$765K	Buy	24,945 +150	+0.6%	+$4.89K	0.05%	237
2019 Q1	$818K	Buy	+24,795	New	+$783K	0.06%	225

Other funds holding LZB

BlackRock New York $6.73T AUM 46.02% 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

SAM

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

First National Bank of Omaha's LZB Position: Q2 2023 in Review

First National Bank of Omaha sold out of La-Z-Boy (LZB) in Q2 2023, closing a stake of 13,383 shares — an estimated $389K sold.

First National Bank of Omaha first reported a position in LZB in Q1 2019 and held it in 17 quarters. The position peaked at $1.48M in Q4 2020. 225 funds tracked by Wall St. Rank hold LZB as of Q2 2023.

First National Bank of Omaha reported no remaining La-Z-Boy position as of Q2 2023 after selling out during the quarter.
First National Bank of Omaha sold 13,383 La-Z-Boy shares in Q2 2023, an estimated $389K.
First National Bank of Omaha first reported a position in La-Z-Boy in Q1 2019 and held it in 17 quarters.
First National Bank of Omaha's La-Z-Boy position peaked at $1.48M in Q4 2020.
225 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2023.

Based on First National Bank of Omaha's 13F filing for Q2 2023, filed 15 Aug 2023.