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Harvest Fund Management’s La-Z-Boy LZB Stock Holding History

Harvest Fund Management’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
Q4 		– Sell
-301
Closed -$9K – 795
2021
Q3 		$9K Sell
301
-901
-75% -$31.1K ﹤0.01% 701
2021
Q2 		$45K Hold
1,202
– – ﹤0.01% 460
2021
Q1 		$51K Buy
1,202
+346
+40% +$14.5K ﹤0.01% 402
2020
Q4 		$34K Buy
+856
New +$31.7K ﹤0.01% 427

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Fund Management's LZB Position: Q4 2021 in Review

Harvest Fund Management sold out of La-Z-Boy (LZB) in Q4 2021, closing a stake of 301 shares — an estimated $9K sold.

Harvest Fund Management first reported a position in LZB in Q4 2020 and held it in 4 quarters. The position peaked at $51K in Q1 2021. 230 funds tracked by Wall St. Rank hold LZB as of Q4 2021.

  • Harvest Fund Management reported no remaining La-Z-Boy position as of Q4 2021 after selling out during the quarter.
  • Harvest Fund Management sold 301 La-Z-Boy shares in Q4 2021, an estimated $9K.
  • Harvest Fund Management first reported a position in La-Z-Boy in Q4 2020 and held it in 4 quarters.
  • Harvest Fund Management's La-Z-Boy position peaked at $51K in Q1 2021.
  • 230 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2021.

Based on Harvest Fund Management's 13F filing for Q4 2021, filed 11 Feb 2022.