Janney Montgomery Scott
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Janney Montgomery Scott’s La-Z-Boy LZB Stock Holding History

Janney Montgomery Scott’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
-11,586
Closed -$432K – 2773
2024
Q2 		$432K Buy
+11,586
New +$409K ﹤0.01% 1996
2024
Q1 		– Sell
-14,655
Closed -$541K – 2784
2023
Q4 		$541K Sell
14,655
-79
-0.5% -$2.54K ﹤0.01% 1840
2023
Q3 		$455K Sell
14,734
-441
-3% -$13.6K ﹤0.01% 1829
2023
Q2 		$435K Sell
15,175
-4,858
-24% -$136K ﹤0.01% 1981
2023
Q1 		$583K Sell
20,033
-505
-2% -$14.4K ﹤0.01% 1627
2022
Q4 		$469K Buy
20,538
+5,632
+38% +$137K ﹤0.01% 1814
2022
Q3 		$336K Sell
14,906
-1,205
-7% -$32K ﹤0.01% 1927
2022
Q2 		$393K Sell
16,111
-8,489
-35% -$218K ﹤0.01% 1737
2022
Q1 		$649K Buy
24,600
+4,880
+25% +$156K ﹤0.01% 1486
2021
Q4 		$716K Buy
19,720
+6,760
+52% +$236K ﹤0.01% 1524
2021
Q3 		$418K Sell
12,960
-2,704
-17% -$93.2K ﹤0.01% 1771
2021
Q2 		$580K Buy
15,664
+8,908
+132% +$374K ﹤0.01% 1551
2021
Q1 		$287K Buy
6,756
+265
+4% +$11.1K ﹤0.01% 1876
2020
Q4 		$259K Sell
6,491
-1,062
-14% -$39.3K ﹤0.01% 1974
2020
Q3 		$239K Buy
+7,553
New +$230K ﹤0.01% 1821

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
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
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Janney Montgomery Scott's LZB Position: Q3 2024 in Review

Janney Montgomery Scott sold out of La-Z-Boy (LZB) in Q3 2024, closing a stake of 11,586 shares — an estimated $432K sold.

Janney Montgomery Scott first reported a position in LZB in Q3 2020 and held it in 15 quarters. The position peaked at $716K in Q4 2021. 240 funds tracked by Wall St. Rank hold LZB as of Q3 2024.

  • Janney Montgomery Scott reported no remaining La-Z-Boy position as of Q3 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 11,586 La-Z-Boy shares in Q3 2024, an estimated $432K.
  • Janney Montgomery Scott first reported a position in La-Z-Boy in Q3 2020 and held it in 15 quarters.
  • Janney Montgomery Scott's La-Z-Boy position peaked at $716K in Q4 2021.
  • 240 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2024.

Based on Janney Montgomery Scott's 13F filing for Q3 2024, filed 29 Oct 2024.