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JP Morgan Private Wealth Advisors’s La-Z-Boy LZB Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		– Sell
-6,989
Closed -$200K – 1759
2023
Q2 		$200K Sell
6,989
-13,491
-66% -$377K ﹤0.01% 1395
2023
Q1 		$596K Sell
20,480
-2,062
-9% -$58.7K ﹤0.01% 1401
2022
Q4 		$514K Buy
22,542
+1,015
+5% +$24.7K ﹤0.01% 1467
2022
Q3 		$486K Buy
21,527
+2,000
+10% +$53.1K ﹤0.01% 1471
2022
Q2 		$463K Buy
19,527
+1,411
+8% +$36.3K ﹤0.01% 1481
2022
Q1 		$478K Sell
18,116
-522
-3% -$16.7K ﹤0.01% 1558
2021
Q4 		$677K Buy
18,638
+80
+0.4% +$2.79K ﹤0.01% 1425
2021
Q3 		$598K Buy
18,558
+1,714
+10% +$59.1K ﹤0.01% 1429
2021
Q2 		$624K Buy
16,844
+2,150
+15% +$90.4K ﹤0.01% 1399
2021
Q1 		$624K Sell
14,694
-16
-0.1% -$670 ﹤0.01% 1239
2020
Q4 		$586K Buy
14,710
+697
+5% +$25.8K ﹤0.01% 1228
2020
Q3 		$443K Sell
14,013
-991
-7% -$30.1K ﹤0.01% 1204
2020
Q2 		$406K Buy
+15,004
New +$361K ﹤0.01% 1191
2017
Q2 		– Sell
-15,826
Closed -$427K – 1301
2017
Q1 		$427K Hold
15,826
– – ﹤0.01% 920
2016
Q4 		$491K Buy
15,826
+1,366
+9% +$37K ﹤0.01% 817
2016
Q3 		$355K Buy
14,460
+110
+0.8% +$3.1K ﹤0.01% 917
2016
Q2 		$399K Hold
14,350
– – ﹤0.01% 864
2016
Q1 		$384K Hold
14,350
– – ﹤0.01% 852
2015
Q4 		$350K Hold
14,350
– – ﹤0.01% 806
2015
Q3 		$381K Hold
14,350
– – ﹤0.01% 710
2015
Q2 		$378K Sell
14,350
-1,600
-10% -$43.1K ﹤0.01% 770
2015
Q1 		$448K Sell
15,950
-800
-5% -$21.3K 0.01% 752
2014
Q4 		$450K Sell
16,750
-270
-2% -$6.38K 0.01% 745
2014
Q3 		$337K Hold
17,020
– – ﹤0.01% 809
2014
Q2 		$394K Buy
17,020
+2,920
+21% +$72.2K 0.01% 632
2014
Q1 		$382K Buy
+14,100
New +$385K 0.01% 654

Other funds holding LZB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

JP Morgan Private Wealth Advisors's LZB Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of La-Z-Boy (LZB) in Q3 2023, closing a stake of 6,989 shares — an estimated $200K sold.

JP Morgan Private Wealth Advisors first reported a position in LZB in Q1 2014 and held it in 26 quarters. The position peaked at $677K in Q4 2021. 215 funds tracked by Wall St. Rank hold LZB as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining La-Z-Boy position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,989 La-Z-Boy shares in Q3 2023, an estimated $200K.
  • JP Morgan Private Wealth Advisors first reported a position in La-Z-Boy in Q1 2014 and held it in 26 quarters.
  • JP Morgan Private Wealth Advisors's La-Z-Boy position peaked at $677K in Q4 2021.
  • 215 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.