Holocene Advisors
LZB icon

Holocene Advisors’s La-Z-Boy LZB Stock Holding History

Holocene Advisors’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
Q3 		– Sell
-14,347
Closed -$340K – 896
2022
Q2 		$340K Hold
14,347
– – ﹤0.01% 743
2022
Q1 		$378K Sell
14,347
-34,449
-71% -$1.1M ﹤0.01% 785
2021
Q4 		$1.77M Sell
48,796
-13,545
-22% -$473K 0.01% 577
2021
Q3 		$2.01M Buy
62,341
+19,637
+46% +$677K 0.01% 550
2021
Q2 		$1.58M Buy
42,704
+17,005
+66% +$715K 0.01% 604
2021
Q1 		$1.09M Buy
+25,699
New +$1.08M 0.01% 680
2020
Q2 		– Sell
-52,428
Closed -$1.08M – 708
2020
Q1 		$1.08M Buy
52,428
+16,396
+46% +$466K 0.01% 411
2019
Q4 		$1.13M Buy
36,032
+7,462
+26% +$250K 0.01% 535
2019
Q3 		$960K Buy
+28,570
New +$913K 0.01% 500
2019
Q2 		– Sell
-12,337
Closed -$407K – 703
2019
Q1 		$407K Sell
12,337
-6,335
-34% -$200K 0.01% 458
2018
Q4 		$517K Sell
18,672
-9,391
-33% -$265K 0.01% 415
2018
Q3 		$887K Buy
+28,063
New +$893K 0.01% 352
2018
Q1 		– Sell
-10,476
Closed -$327K – 650
2017
Q4 		$327K Buy
+10,476
New +$302K 0.01% 523

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
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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Holocene Advisors's LZB Position: Q3 2022 in Review

Holocene Advisors sold out of La-Z-Boy (LZB) in Q3 2022, closing a stake of 14,347 shares — an estimated $340K sold.

Holocene Advisors first reported a position in LZB in Q4 2017 and held it in 13 quarters. The position peaked at $2.01M in Q3 2021. 216 funds tracked by Wall St. Rank hold LZB as of Q3 2022.

  • Holocene Advisors reported no remaining La-Z-Boy position as of Q3 2022 after selling out during the quarter.
  • Holocene Advisors sold 14,347 La-Z-Boy shares in Q3 2022, an estimated $340K.
  • Holocene Advisors first reported a position in La-Z-Boy in Q4 2017 and held it in 13 quarters.
  • Holocene Advisors's La-Z-Boy position peaked at $2.01M in Q3 2021.
  • 216 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2022.

Based on Holocene Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.