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Steward Financial Group’s La-Z-Boy LZB Stock Holding History

Steward Financial Group’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
Q3 		$1K Buy
+42
New +$1.29K ﹤0.01% 1196
2022
Q3 		– Sell
-25
Closed – – 792
2022
Q2 		$0 Buy
+25
New +$643 ﹤0.01% 1196

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Steward Financial Group's LZB Position: Q3 2023 in Review

Steward Financial Group opened a new position in La-Z-Boy (LZB) in Q3 2023: 42 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1196 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in LZB as recently as Q2 2022.

Steward Financial Group first reported a position in LZB in Q2 2022 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold LZB as of Q3 2023.

  • Steward Financial Group held 42 shares of La-Z-Boy worth $1K as of Q3 2023.
  • La-Z-Boy was a new Steward Financial Group position in Q3 2023.
  • La-Z-Boy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1196 holding.
  • Steward Financial Group first reported a position in La-Z-Boy in Q2 2022 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.