J. Goldman & Co’s La-Z-Boy LZB Stock Holding History

J. Goldman & Co’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
2023 Q1	–	Sell	-27,801	Closed	-$634K	–	435
2022 Q4	$634K	Buy	+27,801	New	+$676K	0.03%	265

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

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

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

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

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

J. Goldman & Co's LZB Position: Q1 2023 in Review

J. Goldman & Co sold out of La-Z-Boy (LZB) in Q1 2023, closing a stake of 27,801 shares — an estimated $634K sold.

J. Goldman & Co first reported a position in LZB in Q4 2022 and held it in 1 quarter. The position peaked at $634K in Q4 2022. 225 funds tracked by Wall St. Rank hold LZB as of Q1 2023.

J. Goldman & Co reported no remaining La-Z-Boy position as of Q1 2023 after selling out during the quarter.
J. Goldman & Co sold 27,801 La-Z-Boy shares in Q1 2023, an estimated $634K.
J. Goldman & Co first reported a position in La-Z-Boy in Q4 2022 and held it in 1 quarter.
J. Goldman & Co's La-Z-Boy position peaked at $634K in Q4 2022.
225 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2023.

Based on J. Goldman & Co's 13F filing for Q1 2023, filed 15 May 2023.