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LZB icon

FourThought Financial’s La-Z-Boy LZB Stock Holding History

FourThought Financial’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
Q3 		$143K Hold
6,346
– – 0.02% 361
2022
Q2 		$150K Hold
6,346
– – 0.02% 356
2022
Q1 		$167K Hold
6,346
– – 0.02% 366
2021
Q4 		$230K Sell
6,346
-738
-10% -$25.8K 0.03% 324
2021
Q3 		$228K Hold
7,084
– – 0.03% 318
2021
Q2 		$262K Sell
7,084
-3,848
-35% -$162K 0.04% 311
2021
Q1 		$464K Sell
10,932
-542
-5% -$22.7K 0.07% 224
2020
Q4 		$457K Buy
+11,474
New +$425K 0.07% 211

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FourThought Financial's LZB Position: Q3 2022 in Review

FourThought Financial held its La-Z-Boy (LZB) position steady in Q3 2022 at 6,346 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #361.

FourThought Financial first reported a position in LZB in Q4 2020 and has held it in 8 quarters since. The position peaked at $464K in Q1 2021. 216 funds tracked by Wall St. Rank hold LZB as of Q3 2022.

  • FourThought Financial held 6,346 shares of La-Z-Boy worth $143K as of Q3 2022.
  • FourThought Financial left its La-Z-Boy share count unchanged in Q3 2022.
  • La-Z-Boy made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #361 holding.
  • FourThought Financial first reported a position in La-Z-Boy in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's La-Z-Boy position peaked at $464K in Q1 2021.
  • 216 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.