Next Financial Group’s La-Z-Boy LZB Stock Holding History

Next Financial Group’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	$18K	Hold	500	–	–	﹤0.01%	1936
2021 Q3	$16K	Hold	500	–	–	﹤0.01%	1877
2021 Q2	$19K	Hold	500	–	–	﹤0.01%	1770
2021 Q1	$21K	Hold	500	–	–	﹤0.01%	1623
2020 Q4	$20K	Hold	500	–	–	﹤0.01%	1536
2020 Q3	$16K	Buy	+500	New	+$15.2K	﹤0.01%	1489
2020 Q2	–	Sell	-500	Closed	-$10K	–	1340
2020 Q1	$10K	Hold	500	–	–	﹤0.01%	1528
2019 Q4	$16K	Hold	500	–	–	﹤0.01%	1608
2019 Q3	$17K	Hold	500	–	–	﹤0.01%	1508
2019 Q2	$15K	Hold	500	–	–	﹤0.01%	1563
2019 Q1	$16K	Hold	500	–	–	﹤0.01%	1013
2018 Q4	$14K	Hold	500	–	–	﹤0.01%	1235
2018 Q3	$16K	Buy	+500	New	+$15.9K	0.01%	857
2017 Q1	–	Sell	-500	Closed	-$16K	–	2103
2016 Q4	$16K	Hold	500	–	–	﹤0.01%	1462
2016 Q3	$12K	Buy	+500	New	+$14.1K	﹤0.01%	1584
2014 Q4	–	Sell	-500	Closed	-$10K	–	2152
2014 Q3	$10K	Buy	+500	New	+$10.8K	﹤0.01%	1757

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's LZB Position: Q4 2021 in Review

Next Financial Group held its La-Z-Boy (LZB) position steady in Q4 2021 at 500 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Next Financial Group first reported a position in LZB in Q3 2014 and has held it in 16 quarters since. The position peaked at $21K in Q1 2021. 230 funds tracked by Wall St. Rank hold LZB as of Q4 2021.

Next Financial Group held 500 shares of La-Z-Boy worth $18K as of Q4 2021.
Next Financial Group left its La-Z-Boy share count unchanged in Q4 2021.
La-Z-Boy made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1936 holding.
Next Financial Group first reported a position in La-Z-Boy in Q3 2014 and has held it in 16 quarters since.
Next Financial Group's La-Z-Boy position peaked at $21K in Q1 2021.
230 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.