Smith Group Asset Management’s La-Z-Boy LZB Stock Holding History

Smith Group Asset 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
2022 Q1	$199K	Sell	7,541 -5,439	-42%	-$174K	0.01%	158
2021 Q4	$471K	Sell	12,980 -337	-3%	-$11.8K	0.02%	149
2021 Q3	$429K	Sell	13,317 -200	-1%	-$6.89K	0.02%	143
2021 Q2	$501K	Sell	13,517 -133	-1%	-$5.59K	0.02%	134
2021 Q1	$580K	Sell	13,650 -10,230	-43%	-$428K	0.03%	124
2020 Q4	$951K	Sell	23,880 -7,359	-24%	-$273K	0.06%	102
2020 Q3	$988K	Sell	31,239 -10	-0%	-$304	0.05%	104
2020 Q2	$846K	Sell	31,249 -202	-0.6%	-$4.86K	0.05%	107
2020 Q1	$646K	Buy	31,451 +20,631	+191%	+$586K	0.04%	109
2019 Q4	$341K	Buy	10,820 +5,590	+107%	+$187K	0.01%	163
2019 Q3	$176K	Sell	5,230 -16,046	-75%	-$513K	0.01%	202
2019 Q2	$652K	Buy	21,276 +73	+0.3%	+$2.38K	0.02%	138
2019 Q1	$699K	Buy	+21,203	New	+$670K	0.02%	147
2018 Q4	–	Sell	-34,900	Closed	-$1.1M	–	465
2018 Q3	$1.1M	Buy	34,900 +1,390	+4%	+$44.3K	0.03%	166
2018 Q2	$1.02M	Buy	33,510 +500	+2%	+$15.4K	0.03%	172
2018 Q1	$989K	Buy	+33,010	New	+$1.01M	0.03%	169
2014 Q3	–	Sell	-580	Closed	-$13K	–	423
2014 Q2	$13K	Sell	580 -77,592	-99%	-$1.92M	﹤0.01%	326
2014 Q1	$2.12M	Buy	78,172 +77,541	+12,289%	+$2.12M	0.08%	157
2013 Q4	$19K	Buy	+631	New	+$16.3K	﹤0.01%	281

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Smith Group Asset Management's LZB Position: Q1 2022 in Review

Smith Group Asset Management reduced its La-Z-Boy (LZB) stake by 42% in Q1 2022, selling an estimated $174K and leaving 7,541 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #158.

Smith Group Asset Management first reported a position in LZB in Q4 2013 and has held it in 19 quarters since. The position peaked at $2.12M in Q1 2014. 214 funds tracked by Wall St. Rank hold LZB as of Q1 2022.

Smith Group Asset Management held 7,541 shares of La-Z-Boy worth $199K as of Q1 2022.
Smith Group Asset Management sold 5,439 La-Z-Boy shares in Q1 2022, an estimated $174K.
La-Z-Boy made up 0.01% of Smith Group Asset Management's portfolio in Q1 2022, its #158 holding.
Smith Group Asset Management first reported a position in La-Z-Boy in Q4 2013 and has held it in 19 quarters since.
Smith Group Asset Management's La-Z-Boy position peaked at $2.12M in Q1 2014.
214 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2022.

Based on Smith Group Asset Management's 13F filing for Q1 2022, filed 5 May 2022.