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Paloma Partners’s La-Z-Boy LZB Stock Holding History

Paloma Partners’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
Q3 		– Sell
-14,503
Closed -$537K – 1569
2021
Q2 		$537K Sell
14,503
-8,833
-38% -$371K 0.01% 970
2021
Q1 		$992K Buy
+23,336
New +$977K 0.02% 698
2020
Q4 		– Sell
-25,987
Closed -$823K – 1986
2020
Q3 		$823K Buy
25,987
+5,476
+27% +$166K 0.02% 851
2020
Q2 		$556K Buy
+20,511
New +$493K 0.01% 1178
2020
Q1 		– Sell
-14,043
Closed -$443K – 1719
2019
Q4 		$443K Buy
14,043
+6,714
+92% +$225K 0.01% 1480
2019
Q3 		$245K Sell
7,329
-35,496
-83% -$1.13M 0.01% 1649
2019
Q2 		$1.31M Buy
42,825
+35,714
+502% +$1.16M 0.02% 590
2019
Q1 		$235K Buy
+7,111
New +$225K 0.01% 1434
2018
Q2 		– Sell
-12,272
Closed -$367K – 1973
2018
Q1 		$367K Buy
12,272
+5,336
+77% +$164K 0.01% 1531
2017
Q4 		$217K Sell
6,936
-40,417
-85% -$1.17M ﹤0.01% 1696
2017
Q3 		$1.27M Sell
47,353
-52,504
-53% -$1.53M 0.02% 1026
2017
Q2 		$3.25M Buy
99,857
+49,858
+100% +$1.4M 0.04% 482
2017
Q1 		$1.35M Sell
49,999
-42,656
-46% -$1.21M 0.02% 1058
2016
Q4 		$2.88M Buy
92,655
+55,180
+147% +$1.49M 0.03% 483
2016
Q3 		$921K Buy
37,475
+13,874
+59% +$390K 0.01% 1083
2016
Q2 		$656K Buy
+23,601
New +$618K 0.01% 1407
2015
Q4 		– Sell
-26,508
Closed -$704K – 1835
2015
Q3 		$704K Buy
26,508
+4,870
+23% +$129K 0.02% 839
2015
Q2 		$570K Buy
+21,638
New +$584K 0.01% 1027
2014
Q4 		– Sell
-35,036
Closed -$693K – 1277
2014
Q3 		$693K Buy
+35,036
New +$760K 0.03% 430
2014
Q1 		– Sell
-15,568
Closed -$482K – 874
2013
Q4 		$482K Buy
15,568
+103
+0.7% +$2.66K 0.02% 604
2013
Q3 		$351K Buy
+15,465
New +$336K 0.01% 594

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Paloma Partners's LZB Position: Q3 2021 in Review

Paloma Partners sold out of La-Z-Boy (LZB) in Q3 2021, closing a stake of 14,503 shares — an estimated $537K sold.

Paloma Partners first reported a position in LZB in Q3 2013 and held it in 21 quarters. The position peaked at $3.25M in Q2 2017. 228 funds tracked by Wall St. Rank hold LZB as of Q3 2021.

  • Paloma Partners reported no remaining La-Z-Boy position as of Q3 2021 after selling out during the quarter.
  • Paloma Partners sold 14,503 La-Z-Boy shares in Q3 2021, an estimated $537K.
  • Paloma Partners first reported a position in La-Z-Boy in Q3 2013 and held it in 21 quarters.
  • Paloma Partners's La-Z-Boy position peaked at $3.25M in Q2 2017.
  • 228 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2021.

Based on Paloma Partners's 13F filing for Q3 2021, filed 15 Nov 2021.