TS Financial Group (TSFG)’s La-Z-Boy LZB Stock Holding History

TS Financial Group (TSFG)’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	-75	Closed	-$2K	–	976
2023 Q3	$2K	Hold	75	–	–	﹤0.01%	828
2023 Q2	$2K	Buy	75 +1	+1%	+$28	﹤0.01%	835
2023 Q1	$2K	Hold	74	–	–	﹤0.01%	821
2022 Q4	$2K	Buy	74 +1	+1%	+$24	﹤0.01%	823
2022 Q3	$2K	Hold	73	–	–	﹤0.01%	800
2022 Q2	$2K	Buy	73 +1	+1%	+$26	﹤0.01%	809
2022 Q1	$2K	Buy	+72	New	+$2.31K	﹤0.01%	793

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

TS Financial Group (TSFG)'s LZB Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of La-Z-Boy (LZB) in Q4 2023, closing a stake of 75 shares — an estimated $2K sold.

TS Financial Group (TSFG) first reported a position in LZB in Q1 2022 and held it in 7 quarters. The position peaked at $2K in Q3 2023. 218 funds tracked by Wall St. Rank hold LZB as of Q4 2023.

TS Financial Group (TSFG) reported no remaining La-Z-Boy position as of Q4 2023 after selling out during the quarter.
TS Financial Group (TSFG) sold 75 La-Z-Boy shares in Q4 2023, an estimated $2K.
TS Financial Group (TSFG) first reported a position in La-Z-Boy in Q1 2022 and held it in 7 quarters.
TS Financial Group (TSFG)'s La-Z-Boy position peaked at $2K in Q3 2023.
218 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.