InceptionR’s La-Z-Boy LZB Stock Holding History

InceptionR’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
2024 Q3	–	Sell	-6,691	Closed	-$249K	–	781
2024 Q2	$249K	Buy	+6,691	New	+$236K	0.07%	453

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

SAM

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

InceptionR's LZB Position: Q3 2024 in Review

InceptionR sold out of La-Z-Boy (LZB) in Q3 2024, closing a stake of 6,691 shares — an estimated $249K sold.

InceptionR first reported a position in LZB in Q2 2024 and held it in 1 quarter. The position peaked at $249K in Q2 2024. 240 funds tracked by Wall St. Rank hold LZB as of Q3 2024.

InceptionR reported no remaining La-Z-Boy position as of Q3 2024 after selling out during the quarter.
InceptionR sold 6,691 La-Z-Boy shares in Q3 2024, an estimated $249K.
InceptionR first reported a position in La-Z-Boy in Q2 2024 and held it in 1 quarter.
InceptionR's La-Z-Boy position peaked at $249K in Q2 2024.
240 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2024.

Based on InceptionR's 13F filing for Q3 2024, filed 8 Nov 2024.