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

Towle & 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	-37,490	Closed	-$1.16M	–	67
2023 Q3	$1.16M	Sell	37,490 -870	-2%	-$26.8K	0.16%	47
2023 Q2	$1.1M	Buy	38,360 +3,950	+11%	+$110K	0.14%	41
2023 Q1	$1M	Sell	34,410 -4,260	-11%	-$121K	0.14%	38
2022 Q4	$882K	Buy	38,670 +11,970	+45%	+$291K	0.12%	49
2022 Q3	$603K	Buy	26,700 +490	+2%	+$13K	0.1%	44
2022 Q2	$621K	Buy	+26,210	New	+$674K	0.1%	45

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

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Towle & Co sold out of La-Z-Boy (LZB) in Q4 2023, closing a stake of 37,490 shares — an estimated $1.16M sold.

Towle & Co first reported a position in LZB in Q2 2022 and held it in 6 quarters. The position peaked at $1.16M in Q3 2023. 218 funds tracked by Wall St. Rank hold LZB as of Q4 2023.

Towle & Co reported no remaining La-Z-Boy position as of Q4 2023 after selling out during the quarter.
Towle & Co sold 37,490 La-Z-Boy shares in Q4 2023, an estimated $1.16M.
Towle & Co first reported a position in La-Z-Boy in Q2 2022 and held it in 6 quarters.
Towle & Co's La-Z-Boy position peaked at $1.16M in Q3 2023.
218 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2023.

Based on Towle & Co's 13F filing for Q4 2023, filed 14 Feb 2024.