Harbor Investment Advisory’s La-Z-Boy LZB Stock Holding History

Harbor Investment 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
2023 Q3	–	Sell	-882	Closed	-$25.3K	–	1278
2023 Q2	$25.3K	Hold	882	–	–	﹤0.01%	859
2023 Q1	$25.6K	Hold	882	–	–	﹤0.01%	867
2022 Q4	$20.1K	Hold	882	–	–	﹤0.01%	901
2022 Q3	$20K	Hold	882	–	–	﹤0.01%	912
2022 Q2	$21K	Hold	882	–	–	﹤0.01%	896
2022 Q1	$23K	Hold	882	–	–	﹤0.01%	911
2021 Q4	$32K	Hold	882	–	–	﹤0.01%	850
2021 Q3	$28K	Hold	882	–	–	﹤0.01%	891
2021 Q2	$33K	Buy	882 +283	+47%	+$11.9K	﹤0.01%	812
2021 Q1	$25K	Hold	599	–	–	﹤0.01%	848
2020 Q4	$24K	Buy	+599	New	+$22.2K	﹤0.01%	794

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Harbor Investment Advisory's LZB Position: Q3 2023 in Review

Harbor Investment Advisory sold out of La-Z-Boy (LZB) in Q3 2023, closing a stake of 882 shares — an estimated $25.3K sold.

Harbor Investment Advisory first reported a position in LZB in Q4 2020 and held it in 11 quarters. The position peaked at $33K in Q2 2021. 215 funds tracked by Wall St. Rank hold LZB as of Q3 2023.

Harbor Investment Advisory reported no remaining La-Z-Boy position as of Q3 2023 after selling out during the quarter.
Harbor Investment Advisory sold 882 La-Z-Boy shares in Q3 2023, an estimated $25.3K.
Harbor Investment Advisory first reported a position in La-Z-Boy in Q4 2020 and held it in 11 quarters.
Harbor Investment Advisory's La-Z-Boy position peaked at $33K in Q2 2021.
215 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.