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Liberty Wealth Management’s La-Z-Boy LZB Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-674
Closed -$23K – 715
2021
Q3 		$23K Buy
674
+336
+99% +$11.6K 0.01% 608
2021
Q2 		$13K Buy
338
+3
+0.9% +$126 0.01% 599
2021
Q1 		$12K Hold
335
– – 0.01% 561
2020
Q4 		$12K Buy
335
+1
+0.3% +$37 0.01% 556
2020
Q3 		$11K Buy
334
+139
+71% +$4.22K 0.01% 500
2020
Q2 		$5K Hold
195
– – ﹤0.01% 610
2020
Q1 		$4K Sell
195
-4
-2% -$114 ﹤0.01% 628
2019
Q4 		$6K Buy
199
+2
+1% +$67 ﹤0.01% 643
2019
Q3 		$7K Sell
197
-5
-2% -$160 0.01% 587
2019
Q2 		$6K Buy
202
+1
+0.5% +$33 0.01% 629
2019
Q1 		$6K Buy
+201
New +$6.35K ﹤0.01% 516

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's LZB Position: Q4 2021 in Review

Liberty Wealth Management sold out of La-Z-Boy (LZB) in Q4 2021, closing a stake of 674 shares — an estimated $23K sold.

Liberty Wealth Management first reported a position in LZB in Q1 2019 and held it in 11 quarters. The position peaked at $23K in Q3 2021. 230 funds tracked by Wall St. Rank hold LZB as of Q4 2021.

  • Liberty Wealth Management reported no remaining La-Z-Boy position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 674 La-Z-Boy shares in Q4 2021, an estimated $23K.
  • Liberty Wealth Management first reported a position in La-Z-Boy in Q1 2019 and held it in 11 quarters.
  • Liberty Wealth Management's La-Z-Boy position peaked at $23K in Q3 2021.
  • 230 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.