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GoalVest Advisory’s La-Z-Boy LZB Stock Holding History

GoalVest Advisory’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
2024
Q1 		– Sell
-12
Closed -$443 – 445
2023
Q4 		$443 Sell
12
-84
-88% -$2.71K ﹤0.01% 355
2023
Q3 		$2.96K Buy
96
+14
+17% +$431 ﹤0.01% 390
2023
Q2 		$2.35K Buy
+82
New +$2.29K ﹤0.01% 345

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GoalVest Advisory's LZB Position: Q1 2024 in Review

GoalVest Advisory sold out of La-Z-Boy (LZB) in Q1 2024, closing a stake of 12 shares — an estimated $443 sold.

GoalVest Advisory first reported a position in LZB in Q2 2023 and held it in 3 quarters. The position peaked at $2.96K in Q3 2023. 219 funds tracked by Wall St. Rank hold LZB as of Q1 2024.

  • GoalVest Advisory reported no remaining La-Z-Boy position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 12 La-Z-Boy shares in Q1 2024, an estimated $443.
  • GoalVest Advisory first reported a position in La-Z-Boy in Q2 2023 and held it in 3 quarters.
  • GoalVest Advisory's La-Z-Boy position peaked at $2.96K in Q3 2023.
  • 219 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.