Heritage Wealth Management (Arizona)’s La-Z-Boy LZB Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$326K	Buy	14,265 +7,862	+123%	+$191K	0.05%	281
2022 Q3	$145K	Buy	6,403 +215	+3%	+$5.71K	0.05%	285
2022 Q2	$147K	Buy	6,188 +557	+10%	+$14.3K	0.05%	290
2022 Q1	$148K	Buy	+5,631	New	+$180K	0.04%	320
2021 Q3	$96K	Buy	2,985 +610	+26%	+$21K	0.03%	350
2021 Q2	$88K	Buy	2,375 +894	+60%	+$37.6K	0.03%	359
2021 Q1	$63K	Buy	+1,481	New	+$62K	0.04%	329

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s LZB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its La-Z-Boy (LZB) stake by 123% in Q4 2022, buying an estimated $191K and bringing the position to 14,265 shares worth $326K. The position accounts for 0.05% of the portfolio, ranked #281.

Heritage Wealth Management (Arizona) first reported a position in LZB in Q1 2021 and has held it in 7 quarters since. 219 funds tracked by Wall St. Rank hold LZB as of Q4 2022.

Heritage Wealth Management (Arizona) held 14,265 shares of La-Z-Boy worth $326K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 7,862 La-Z-Boy shares in Q4 2022, an estimated $191K.
La-Z-Boy made up 0.05% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #281 holding.
Heritage Wealth Management (Arizona) first reported a position in La-Z-Boy in Q1 2021 and has held it in 7 quarters since.
219 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.