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Schubert & Co’s La-Z-Boy LZB Stock Holding History

Schubert & Co’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
-29
Closed -$844 – 887
2023
Q1 		$844 Buy
29
+7
+32% +$199 ﹤0.01% 1260
2022
Q4 		$502 Hold
22
– – ﹤0.01% 1386
2022
Q3 		$0 Sell
22
-4
-15% -$106 ﹤0.01% 1488
2022
Q2 		$1K Buy
26
+17
+189% +$437 ﹤0.01% 1183
2022
Q1 		$0 Buy
9
+3
+50% +$96 ﹤0.01% 1227
2021
Q4 		$0 Buy
+6
New +$209 ﹤0.01% 1167

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

Schubert & Co's LZB Position: Q2 2023 in Review

Schubert & Co sold out of La-Z-Boy (LZB) in Q2 2023, closing a stake of 29 shares — an estimated $844 sold.

Schubert & Co first reported a position in LZB in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 225 funds tracked by Wall St. Rank hold LZB as of Q2 2023.

  • Schubert & Co reported no remaining La-Z-Boy position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 29 La-Z-Boy shares in Q2 2023, an estimated $844.
  • Schubert & Co first reported a position in La-Z-Boy in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's La-Z-Boy position peaked at $1K in Q2 2022.
  • 225 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.