Innealta Capital’s La-Z-Boy LZB Stock Holding History

Innealta Capital’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	-1,843	Closed	-$68.7K	–	1032
2024 Q2	$68.7K	Buy	+1,843	New	+$65K	0.02%	288

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

Innealta Capital's LZB Position: Q3 2024 in Review

Innealta Capital sold out of La-Z-Boy (LZB) in Q3 2024, closing a stake of 1,843 shares — an estimated $68.7K sold.

Innealta Capital first reported a position in LZB in Q2 2024 and held it in 1 quarter. The position peaked at $68.7K in Q2 2024. 240 funds tracked by Wall St. Rank hold LZB as of Q3 2024.

Innealta Capital reported no remaining La-Z-Boy position as of Q3 2024 after selling out during the quarter.
Innealta Capital sold 1,843 La-Z-Boy shares in Q3 2024, an estimated $68.7K.
Innealta Capital first reported a position in La-Z-Boy in Q2 2024 and held it in 1 quarter.
Innealta Capital's La-Z-Boy position peaked at $68.7K in Q2 2024.
240 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.