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Richard Bernstein Advisors’s La-Z-Boy LZB Stock Holding History

Richard Bernstein 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
2022
Q2 		– Sell
-24,175
Closed -$637K – 258
2022
Q1 		$637K Hold
24,175
– – 0.01% 246
2021
Q4 		$878K Hold
24,175
– – 0.02% 249
2021
Q3 		$779K Buy
24,175
+4,655
+24% +$160K 0.02% 274
2021
Q2 		$723K Hold
19,520
– – 0.02% 278
2021
Q1 		$829K Buy
+19,520
New +$818K 0.02% 273
2018
Q1 		– Sell
-200
Closed -$6K – 338
2017
Q4 		$6K Buy
+200
New +$5.77K ﹤0.01% 314

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Richard Bernstein Advisors's LZB Position: Q2 2022 in Review

Richard Bernstein Advisors sold out of La-Z-Boy (LZB) in Q2 2022, closing a stake of 24,175 shares — an estimated $637K sold.

Richard Bernstein Advisors first reported a position in LZB in Q4 2017 and held it in 6 quarters. The position peaked at $878K in Q4 2021. 211 funds tracked by Wall St. Rank hold LZB as of Q2 2022.

  • Richard Bernstein Advisors reported no remaining La-Z-Boy position as of Q2 2022 after selling out during the quarter.
  • Richard Bernstein Advisors sold 24,175 La-Z-Boy shares in Q2 2022, an estimated $637K.
  • Richard Bernstein Advisors first reported a position in La-Z-Boy in Q4 2017 and held it in 6 quarters.
  • Richard Bernstein Advisors's La-Z-Boy position peaked at $878K in Q4 2021.
  • 211 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2022.

Based on Richard Bernstein Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.