OQS
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Occudo Quantitative Strategies’s La-Z-Boy LZB Stock Holding History

Occudo Quantitative Strategies’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
Q2 		– Sell
-18,805
Closed -$547K – 1166
2023
Q1 		$547K Sell
18,805
-34,125
-64% -$971K 0.05% 490
2022
Q4 		$1.21M Buy
52,930
+8,185
+18% +$199K 0.14% 230
2022
Q3 		$1.01M Buy
44,745
+33,519
+299% +$890K 0.08% 394
2022
Q2 		$266K Buy
+11,226
New +$289K 0.02% 827
2022
Q1 		– Sell
-13,744
Closed -$499K – 1238
2021
Q4 		$499K Sell
13,744
-13,535
-50% -$472K 0.04% 609
2021
Q3 		$879K Buy
+27,279
New +$940K 0.11% 338

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

Occudo Quantitative Strategies's LZB Position: Q2 2023 in Review

Occudo Quantitative Strategies sold out of La-Z-Boy (LZB) in Q2 2023, closing a stake of 18,805 shares — an estimated $547K sold.

Occudo Quantitative Strategies first reported a position in LZB in Q3 2021 and held it in 6 quarters. The position peaked at $1.21M in Q4 2022. 225 funds tracked by Wall St. Rank hold LZB as of Q2 2023.

  • Occudo Quantitative Strategies reported no remaining La-Z-Boy position as of Q2 2023 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 18,805 La-Z-Boy shares in Q2 2023, an estimated $547K.
  • Occudo Quantitative Strategies first reported a position in La-Z-Boy in Q3 2021 and held it in 6 quarters.
  • Occudo Quantitative Strategies's La-Z-Boy position peaked at $1.21M in Q4 2022.
  • 225 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2023, filed 14 Aug 2023.