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Harel Insurance Investments & Financial Services’s La-Z-Boy LZB Stock Holding History

Harel Insurance Investments & Financial Services’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
-9,689
Closed -$280K – 729
2023
Q2 		$280K Buy
+9,689
New +$271K 0.01% 273

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SAM
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Harel Insurance Investments & Financial Services's LZB Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of La-Z-Boy (LZB) in Q3 2023, closing a stake of 9,689 shares — an estimated $280K sold.

Harel Insurance Investments & Financial Services first reported a position in LZB in Q2 2023 and held it in 1 quarter. The position peaked at $280K in Q2 2023. 215 funds tracked by Wall St. Rank hold LZB as of Q3 2023.

  • Harel Insurance Investments & Financial Services reported no remaining La-Z-Boy position as of Q3 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 9,689 La-Z-Boy shares in Q3 2023, an estimated $280K.
  • Harel Insurance Investments & Financial Services first reported a position in La-Z-Boy in Q2 2023 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's La-Z-Boy position peaked at $280K in Q2 2023.
  • 215 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.