KCM
LZB icon

Kennedy Capital Management’s La-Z-Boy LZB Stock Holding History

Kennedy Capital Management’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
2022
Q2 		– Sell
-265,568
Closed -$7M – 619
2022
Q1 		$7M Sell
265,568
-54,552
-17% -$1.75M 0.17% 226
2021
Q4 		$11.6M Sell
320,120
-8,279
-3% -$289K 0.25% 135
2021
Q3 		$10.6M Sell
328,399
-14,451
-4% -$498K 0.24% 132
2021
Q2 		$12.7M Buy
342,850
+82,117
+31% +$3.45M 0.27% 106
2021
Q1 		$11.1M Buy
260,733
+843
+0.3% +$35.3K 0.22% 151
2020
Q4 		$10.4M Buy
259,890
+33,150
+15% +$1.23M 0.23% 137
2020
Q3 		$7.17M Buy
226,740
+18,714
+9% +$569K 0.21% 164
2020
Q2 		$5.63M Buy
+208,026
New +$5M 0.16% 224
2015
Q1 		– Sell
-49,926
Closed -$1.34M – 739
2014
Q4 		$1.34M Buy
+49,926
New +$1.18M 0.02% 629
2013
Q4 		– Sell
-84,875
Closed -$1.93M – 774
2013
Q3 		$1.93M Sell
84,875
-830
-1% -$18K 0.04% 549
2013
Q2 		$1.74M Buy
+85,705
New +$1.59M 0.04% 558

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kennedy Capital Management's LZB Position: Q2 2022 in Review

Kennedy Capital Management sold out of La-Z-Boy (LZB) in Q2 2022, closing a stake of 265,568 shares — an estimated $7M sold.

Kennedy Capital Management first reported a position in LZB in Q2 2013 and held it in 11 quarters. The position peaked at $12.7M in Q2 2021. 211 funds tracked by Wall St. Rank hold LZB as of Q2 2022.

  • Kennedy Capital Management reported no remaining La-Z-Boy position as of Q2 2022 after selling out during the quarter.
  • Kennedy Capital Management sold 265,568 La-Z-Boy shares in Q2 2022, an estimated $7M.
  • Kennedy Capital Management first reported a position in La-Z-Boy in Q2 2013 and held it in 11 quarters.
  • Kennedy Capital Management's La-Z-Boy position peaked at $12.7M in Q2 2021.
  • 211 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2022.

Based on Kennedy Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.