Sutton Wealth Advisors’s La-Z-Boy LZB Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-1,020	Closed	-$23.3K	–	1234
2022 Q4	$23.3K	Hold	1,020	–	–	0.01%	641
2022 Q3	$23K	Buy	1,020 +3	+0.3%	+$80	0.01%	619
2022 Q2	$24.1K	Buy	1,017 +27	+3%	+$695	0.01%	603
2022 Q1	$26.1K	Sell	990 -11	-1%	-$352	0.01%	620
2021 Q4	$36.3K	Buy	1,001 +11	+1%	+$384	0.01%	513
2021 Q3	$31.9K	Hold	990	–	–	0.01%	536
2021 Q2	$36.7K	Hold	990	–	–	0.01%	498
2021 Q1	$42.1K	Hold	990	–	–	0.02%	439
2020 Q4	$39.4K	Sell	990 -4	-0.4%	-$148	0.02%	422
2020 Q3	$31.4K	Hold	994	–	–	0.02%	423
2020 Q2	$26.9K	Hold	994	–	–	0.01%	453
2020 Q1	$20.4K	Hold	994	–	–	0.01%	475
2019 Q4	$31.3K	Hold	994	–	–	0.02%	439
2019 Q3	$33.4K	Hold	994	–	–	0.02%	415
2019 Q2	$30.5K	Hold	994	–	–	0.02%	452
2019 Q1	$32.8K	Hold	994	–	–	0.02%	412
2018 Q4	$27.5K	Hold	994	–	–	0.02%	424
2018 Q3	$31.4K	Hold	994	–	–	0.02%	422
2018 Q2	$30.4K	Hold	994	–	–	0.02%	431
2018 Q1	$29.8K	Hold	994	–	–	0.02%	417
2017 Q4	$31K	Hold	994	–	–	0.02%	402
2017 Q3	$26.7K	Hold	994	–	–	0.02%	447
2017 Q2	$32.3K	Hold	994	–	–	0.03%	365
2017 Q1	$26.8K	Hold	994	–	–	0.02%	400
2016 Q4	$30.9K	Hold	994	–	–	0.03%	364
2016 Q3	$24.4K	Hold	994	–	–	0.02%	409
2016 Q2	$27.7K	Hold	994	–	–	0.03%	351
2016 Q1	$26.6K	Buy	+994	New	+$23.3K	0.03%	361

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

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

Sutton Wealth Advisors's LZB Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of La-Z-Boy (LZB) in Q1 2023, closing a stake of 1,020 shares — an estimated $23.3K sold.

Sutton Wealth Advisors first reported a position in LZB in Q1 2016 and held it in 28 quarters. The position peaked at $42.1K in Q1 2021. 225 funds tracked by Wall St. Rank hold LZB as of Q1 2023.

Sutton Wealth Advisors reported no remaining La-Z-Boy position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,020 La-Z-Boy shares in Q1 2023, an estimated $23.3K.
Sutton Wealth Advisors first reported a position in La-Z-Boy in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's La-Z-Boy position peaked at $42.1K in Q1 2021.
225 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.