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Foundry Partners’s La-Z-Boy LZB Stock Holding History

Foundry Partners’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
2021
Q3 		– Sell
-387,154
Closed -$14.3M – 379
2021
Q2 		$14.3M Buy
387,154
+90,572
+31% +$3.81M 0.49% 71
2021
Q1 		$12.6M Buy
296,582
+156,145
+111% +$6.54M 0.41% 94
2020
Q4 		$5.59M Buy
140,437
+127,439
+980% +$4.72M 0.22% 139
2020
Q3 		$411K Sell
12,998
-175
-1% -$5.32K 0.02% 361
2020
Q2 		$356K Buy
13,173
+3,373
+34% +$81.1K 0.02% 359
2020
Q1 		$201K Buy
+9,800
New +$278K 0.01% 378
2017
Q3 		– Sell
-14,430
Closed -$469K – 399
2017
Q2 		$469K Sell
14,430
-1,675
-10% -$47K 0.02% 369
2017
Q1 		$435K Sell
16,105
-2,675
-14% -$75.9K 0.02% 377
2016
Q4 		$583K Sell
18,780
-1,380
-7% -$37.4K 0.03% 368
2016
Q3 		$495K Buy
20,160
+8
+0% +$225 0.03% 319
2016
Q2 		$561K Sell
20,152
-125
-0.6% -$3.27K 0.03% 311
2016
Q1 		$542K Buy
20,277
+2,005
+11% +$46.9K 0.05% 203
2015
Q4 		$446K Sell
18,272
-2,510
-12% -$67.3K 0.04% 210
2015
Q3 		$552K Sell
20,782
-650
-3% -$17.3K 0.05% 210
2015
Q2 		$565K Sell
21,432
-700
-3% -$18.9K 0.05% 216
2015
Q1 		$622K Sell
22,132
-8
-0% -$213 0.05% 214
2014
Q4 		$594K Buy
22,140
+2,890
+15% +$68.3K 0.05% 197
2014
Q3 		$381K Sell
19,250
-275
-1% -$5.97K 0.04% 226
2014
Q2 		$452K Buy
19,525
+2,830
+17% +$70K 0.04% 219
2014
Q1 		$452K Buy
16,695
+2,239
+15% +$61.2K 0.04% 228
2013
Q4 		$448K Buy
+14,456
New +$374K 0.04% 234

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Foundry Partners's LZB Position: Q3 2021 in Review

Foundry Partners sold out of La-Z-Boy (LZB) in Q3 2021, closing a stake of 387,154 shares — an estimated $14.3M sold.

Foundry Partners first reported a position in LZB in Q4 2013 and held it in 21 quarters. The position peaked at $14.3M in Q2 2021. 228 funds tracked by Wall St. Rank hold LZB as of Q3 2021.

  • Foundry Partners reported no remaining La-Z-Boy position as of Q3 2021 after selling out during the quarter.
  • Foundry Partners sold 387,154 La-Z-Boy shares in Q3 2021, an estimated $14.3M.
  • Foundry Partners first reported a position in La-Z-Boy in Q4 2013 and held it in 21 quarters.
  • Foundry Partners's La-Z-Boy position peaked at $14.3M in Q2 2021.
  • 228 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2021.

Based on Foundry Partners's 13F filing for Q3 2021, filed 14 Oct 2021.