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LZB icon

NewEdge Advisors’s La-Z-Boy LZB Stock Holding History

NewEdge Advisors’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
-210
Closed -$7.88K – 3916
2024
Q1 		$7.88K Sell
210
-265
-56% -$9.68K ﹤0.01% 2978
2023
Q4 		$17.6K Buy
+475
New +$15.3K ﹤0.01% 2621
2023
Q1 		– Sell
-106
Closed -$2.42K – 3849
2022
Q4 		$2.42K Buy
+106
New +$2.58K ﹤0.01% 2790

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

NewEdge Advisors's LZB Position: Q2 2024 in Review

NewEdge Advisors sold out of La-Z-Boy (LZB) in Q2 2024, closing a stake of 210 shares — an estimated $7.88K sold.

NewEdge Advisors first reported a position in LZB in Q4 2022 and held it in 3 quarters. The position peaked at $17.6K in Q4 2023. 231 funds tracked by Wall St. Rank hold LZB as of Q2 2024.

  • NewEdge Advisors reported no remaining La-Z-Boy position as of Q2 2024 after selling out during the quarter.
  • NewEdge Advisors sold 210 La-Z-Boy shares in Q2 2024, an estimated $7.88K.
  • NewEdge Advisors first reported a position in La-Z-Boy in Q4 2022 and held it in 3 quarters.
  • NewEdge Advisors's La-Z-Boy position peaked at $17.6K in Q4 2023.
  • 231 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2024.

Based on NewEdge Advisors's 13F filing for Q2 2024, filed 16 Aug 2024.