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Summit Global Investments’s La-Z-Boy LZB Stock Holding History

Summit Global Investments’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 		– Sell
-32,977
Closed -$944K – 569
2023
Q2 		$944K Buy
+32,977
New +$921K 0.06% 238

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

Summit Global Investments's LZB Position: Q3 2023 in Review

Summit Global Investments sold out of La-Z-Boy (LZB) in Q3 2023, closing a stake of 32,977 shares — an estimated $944K sold.

Summit Global Investments first reported a position in LZB in Q2 2023 and held it in 1 quarter. The position peaked at $944K in Q2 2023. 215 funds tracked by Wall St. Rank hold LZB as of Q3 2023.

  • Summit Global Investments reported no remaining La-Z-Boy position as of Q3 2023 after selling out during the quarter.
  • Summit Global Investments sold 32,977 La-Z-Boy shares in Q3 2023, an estimated $944K.
  • Summit Global Investments first reported a position in La-Z-Boy in Q2 2023 and held it in 1 quarter.
  • Summit Global Investments's La-Z-Boy position peaked at $944K in Q2 2023.
  • 215 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2023.

Based on Summit Global Investments's 13F filing for Q3 2023, filed 16 Oct 2023.