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

SG Capital Management’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
-18,330
Closed -$533K – 65
2023
Q1 		$533K Buy
+18,330
New +$521K 0.18% 44
2020
Q4 		– Sell
-40,394
Closed -$1.28M – 71
2020
Q3 		$1.28M Buy
+40,394
New +$1.23M 0.37% 56
2015
Q2 		– Sell
-224,506
Closed -$6.31M – 70
2015
Q1 		$6.31M Buy
+224,506
New +$5.97M 1.84% 25

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

SG Capital Management's LZB Position: Q2 2023 in Review

SG Capital Management sold out of La-Z-Boy (LZB) in Q2 2023, closing a stake of 18,330 shares — an estimated $533K sold.

SG Capital Management first reported a position in LZB in Q1 2015 and held it in 3 quarters. The position peaked at $6.31M in Q1 2015. 225 funds tracked by Wall St. Rank hold LZB as of Q2 2023.

  • SG Capital Management reported no remaining La-Z-Boy position as of Q2 2023 after selling out during the quarter.
  • SG Capital Management sold 18,330 La-Z-Boy shares in Q2 2023, an estimated $533K.
  • SG Capital Management first reported a position in La-Z-Boy in Q1 2015 and held it in 3 quarters.
  • SG Capital Management's La-Z-Boy position peaked at $6.31M in Q1 2015.
  • 225 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2023.

Based on SG Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.