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Martingale Asset Management’s La-Z-Boy LZB Stock Holding History

Martingale Asset 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
2023
Q3 		– Sell
-13,086
Closed -$375K – 821
2023
Q2 		$375K Buy
+13,086
New +$366K 0.01% 661
2017
Q3 		– Sell
-48,204
Closed -$1.57M – 965
2017
Q2 		$1.57M Buy
48,204
+27,500
+133% +$772K 0.02% 619
2017
Q1 		$560K Buy
+20,704
New +$587K 0.01% 806

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
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 $46.4B AUM 27.74% 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
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

Martingale Asset Management's LZB Position: Q3 2023 in Review

Martingale Asset Management sold out of La-Z-Boy (LZB) in Q3 2023, closing a stake of 13,086 shares — an estimated $375K sold.

Martingale Asset Management first reported a position in LZB in Q1 2017 and held it in 3 quarters. The position peaked at $1.57M in Q2 2017. 215 funds tracked by Wall St. Rank hold LZB as of Q3 2023.

  • Martingale Asset Management reported no remaining La-Z-Boy position as of Q3 2023 after selling out during the quarter.
  • Martingale Asset Management sold 13,086 La-Z-Boy shares in Q3 2023, an estimated $375K.
  • Martingale Asset Management first reported a position in La-Z-Boy in Q1 2017 and held it in 3 quarters.
  • Martingale Asset Management's La-Z-Boy position peaked at $1.57M in Q2 2017.
  • 215 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2023.

Based on Martingale Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.