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Weld Capital Management’s La-Z-Boy LZB Stock Holding History

Weld Capital 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
2020
Q4 		– Sell
-18,801
Closed -$595K – 597
2020
Q3 		$595K Buy
18,801
+10,959
+140% +$333K 0.23% 154
2020
Q2 		$212K Buy
+7,842
New +$189K 0.08% 369
2020
Q1 		– Sell
-15,393
Closed -$485K – 588
2019
Q4 		$485K Sell
15,393
-3,584
-19% -$120K 0.09% 358
2019
Q3 		$637K Sell
18,977
-33,380
-64% -$1.07M 0.12% 297
2019
Q2 		$1.6M Buy
52,357
+4,155
+9% +$135K 0.29% 83
2019
Q1 		$1.59M Buy
+48,202
New +$1.52M 0.29% 81

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Weld Capital Management's LZB Position: Q4 2020 in Review

Weld Capital Management sold out of La-Z-Boy (LZB) in Q4 2020, closing a stake of 18,801 shares — an estimated $595K sold.

Weld Capital Management first reported a position in LZB in Q1 2019 and held it in 6 quarters. The position peaked at $1.6M in Q2 2019. 220 funds tracked by Wall St. Rank hold LZB as of Q4 2020.

  • Weld Capital Management reported no remaining La-Z-Boy position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 18,801 La-Z-Boy shares in Q4 2020, an estimated $595K.
  • Weld Capital Management first reported a position in La-Z-Boy in Q1 2019 and held it in 6 quarters.
  • Weld Capital Management's La-Z-Boy position peaked at $1.6M in Q2 2019.
  • 220 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.