WAM
LZB icon

Watershed Asset Management’s La-Z-Boy LZB Stock Holding History

Watershed Asset Management’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
-9,254
Closed -$265K – 135
2023
Q2 		$265K Hold
9,254
– – 0.33% 72
2023
Q1 		$269K Sell
9,254
-1,247
-12% -$35.5K 0.33% 65
2022
Q4 		$240K Buy
10,501
+716
+7% +$17.4K 0.3% 95
2022
Q3 		$221K Buy
+9,785
New +$260K 0.29% 91

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

Watershed Asset Management's LZB Position: Q3 2023 in Review

Watershed Asset Management sold out of La-Z-Boy (LZB) in Q3 2023, closing a stake of 9,254 shares — an estimated $265K sold.

Watershed Asset Management first reported a position in LZB in Q3 2022 and held it in 4 quarters. The position peaked at $269K in Q1 2023. 215 funds tracked by Wall St. Rank hold LZB as of Q3 2023.

  • Watershed Asset Management reported no remaining La-Z-Boy position as of Q3 2023 after selling out during the quarter.
  • Watershed Asset Management sold 9,254 La-Z-Boy shares in Q3 2023, an estimated $265K.
  • Watershed Asset Management first reported a position in La-Z-Boy in Q3 2022 and held it in 4 quarters.
  • Watershed Asset Management's La-Z-Boy position peaked at $269K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2023.

Based on Watershed Asset Management's 13F filing for Q3 2023, filed 30 Oct 2023.