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Planning Capital Management Corporation’s La-Z-Boy LZB Stock Holding History

Planning Capital Management Corporation’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
Q3 		$14.2K Hold
331
– – 0.01% 378
2024
Q2 		$12.3K Hold
331
– – 0.01% 377
2024
Q1 		$12.5K Hold
331
– – 0.01% 384
2023
Q4 		$12.2K Buy
+331
New +$10.7K 0.01% 394

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Planning Capital Management Corporation's LZB Position: Q3 2024 in Review

Planning Capital Management Corporation held its La-Z-Boy (LZB) position steady in Q3 2024 at 331 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #378.

Planning Capital Management Corporation first reported a position in LZB in Q4 2023 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold LZB as of Q3 2024.

  • Planning Capital Management Corporation held 331 shares of La-Z-Boy worth $14.2K as of Q3 2024.
  • Planning Capital Management Corporation left its La-Z-Boy share count unchanged in Q3 2024.
  • La-Z-Boy made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #378 holding.
  • Planning Capital Management Corporation first reported a position in La-Z-Boy in Q4 2023 and has held it in 4 quarters since.
  • 240 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.