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Hillcrest Asset Management’s La-Z-Boy LZB Stock Holding History

Hillcrest Asset 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 		$7.25M Sell
199,560
-29,280
-13% -$1.02M 1.1% 54
2021
Q3 		$7.38M Sell
228,840
-9,380
-4% -$323K 1.06% 55
2021
Q2 		$8.82M Sell
238,220
-44,430
-16% -$1.87M 1.19% 52
2021
Q1 		$12M Sell
282,650
-950
-0.3% -$39.8K 1.4% 47
2020
Q4 		$11.3M Buy
+283,600
New +$10.5M 1.54% 40

Other funds holding LZB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hillcrest Asset Management's LZB Position: Q4 2021 in Review

Hillcrest Asset Management reduced its La-Z-Boy (LZB) stake by 13% in Q4 2021, selling an estimated $1.02M and leaving 199,560 shares worth $7.25M. The position accounts for 1.1% of the portfolio, ranked #54.

Hillcrest Asset Management first reported a position in LZB in Q4 2020 and has held it in 5 quarters since. The position peaked at $12M in Q1 2021. 230 funds tracked by Wall St. Rank hold LZB as of Q4 2021.

  • Hillcrest Asset Management held 199,560 shares of La-Z-Boy worth $7.25M as of Q4 2021.
  • Hillcrest Asset Management sold 29,280 La-Z-Boy shares in Q4 2021, an estimated $1.02M.
  • La-Z-Boy made up 1.1% of Hillcrest Asset Management's portfolio in Q4 2021, its #54 holding.
  • Hillcrest Asset Management first reported a position in La-Z-Boy in Q4 2020 and has held it in 5 quarters since.
  • Hillcrest Asset Management's La-Z-Boy position peaked at $12M in Q1 2021.
  • 230 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2021.

Based on Hillcrest Asset Management's 13F filing for Q4 2021, filed 24 Feb 2022.