SC
LZB icon

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

Stolper & 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
Q4 		– Sell
-93,590
Closed -$2.89M – 88
2023
Q3 		$2.89M Buy
93,590
+338
+0.4% +$10.4K 1.25% 29
2023
Q2 		$2.67M Sell
93,252
-1,279
-1% -$35.7K 1.12% 30
2023
Q1 		$2.75M Buy
94,531
+196
+0.2% +$5.58K 1.18% 30
2022
Q4 		$2.15M Sell
94,335
-9,028
-9% -$220K 0.94% 32
2022
Q3 		$2.33M Buy
103,363
+895
+0.9% +$23.8K 1.15% 31
2022
Q2 		$2.43M Sell
102,468
-65
-0.1% -$1.67K 1.14% 32
2022
Q1 		$2.7M Buy
+102,533
New +$3.28M 1.15% 28

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stolper & Co's LZB Position: Q4 2023 in Review

Stolper & Co sold out of La-Z-Boy (LZB) in Q4 2023, closing a stake of 93,590 shares — an estimated $2.89M sold.

Stolper & Co first reported a position in LZB in Q1 2022 and held it in 7 quarters. The position peaked at $2.89M in Q3 2023. 218 funds tracked by Wall St. Rank hold LZB as of Q4 2023.

  • Stolper & Co reported no remaining La-Z-Boy position as of Q4 2023 after selling out during the quarter.
  • Stolper & Co sold 93,590 La-Z-Boy shares in Q4 2023, an estimated $2.89M.
  • Stolper & Co first reported a position in La-Z-Boy in Q1 2022 and held it in 7 quarters.
  • Stolper & Co's La-Z-Boy position peaked at $2.89M in Q3 2023.
  • 218 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2023.

Based on Stolper & Co's 13F filing for Q4 2023, filed 12 Jan 2024.