JF
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Jump Financial’s La-Z-Boy LZB Stock Holding History

Jump Financial’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
Q4 		– Sell
-7,200
Closed -$222K – 2042
2023
Q3 		$222K Sell
7,200
-30,208
-81% -$930K 0.01% 1457
2023
Q2 		$1.07M Buy
37,408
+16,518
+79% +$461K 0.04% 652
2023
Q1 		$607K Buy
+20,890
New +$594K 0.02% 804
2022
Q4 		– Sell
-30,467
Closed -$688K – 1844
2022
Q3 		$688K Buy
30,467
+12,987
+74% +$345K 0.03% 763
2022
Q2 		$414K Buy
+17,480
New +$450K 0.02% 930
2022
Q1 		– Sell
-12,900
Closed -$468K – 1747
2021
Q4 		$468K Buy
+12,900
New +$450K 0.03% 682

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jump Financial's LZB Position: Q4 2023 in Review

Jump Financial sold out of La-Z-Boy (LZB) in Q4 2023, closing a stake of 7,200 shares — an estimated $222K sold.

Jump Financial first reported a position in LZB in Q4 2021 and held it in 6 quarters. The position peaked at $1.07M in Q2 2023. 218 funds tracked by Wall St. Rank hold LZB as of Q4 2023.

  • Jump Financial reported no remaining La-Z-Boy position as of Q4 2023 after selling out during the quarter.
  • Jump Financial sold 7,200 La-Z-Boy shares in Q4 2023, an estimated $222K.
  • Jump Financial first reported a position in La-Z-Boy in Q4 2021 and held it in 6 quarters.
  • Jump Financial's La-Z-Boy position peaked at $1.07M in Q2 2023.
  • 218 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2023.

Based on Jump Financial's 13F filing for Q4 2023, filed 7 Feb 2024.