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Mirabella Financial Services’s La-Z-Boy LZB Stock Holding History

Mirabella Financial Services’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
2024
Q2 		– Sell
-14,171
Closed -$533K – 590
2024
Q1 		$533K Buy
+14,171
New +$518K 0.04% 280

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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirabella Financial Services's LZB Position: Q2 2024 in Review

Mirabella Financial Services sold out of La-Z-Boy (LZB) in Q2 2024, closing a stake of 14,171 shares — an estimated $533K sold.

Mirabella Financial Services first reported a position in LZB in Q1 2024 and held it in 1 quarter. The position peaked at $533K in Q1 2024. 231 funds tracked by Wall St. Rank hold LZB as of Q2 2024.

  • Mirabella Financial Services reported no remaining La-Z-Boy position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 14,171 La-Z-Boy shares in Q2 2024, an estimated $533K.
  • Mirabella Financial Services first reported a position in La-Z-Boy in Q1 2024 and held it in 1 quarter.
  • Mirabella Financial Services's La-Z-Boy position peaked at $533K in Q1 2024.
  • 231 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.