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Winton Group’s La-Z-Boy LZB Stock Holding History

Winton Group’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
2024
Q1 		– Sell
-6,618
Closed -$244K – 763
2023
Q4 		$244K Sell
6,618
-5,208
-44% -$168K 0.02% 593
2023
Q3 		$365K Buy
11,826
+870
+8% +$26.8K 0.03% 473
2023
Q2 		$314K Sell
10,956
-7,349
-40% -$205K 0.03% 508
2023
Q1 		$532K Buy
+18,305
New +$521K 0.03% 660
2019
Q3 		– Sell
-14,960
Closed -$459K – 1618
2019
Q2 		$459K Sell
14,960
-154,872
-91% -$5.05M 0.01% 711
2019
Q1 		$5.6M Buy
+169,832
New +$5.36M 0.11% 238
2018
Q2 		– Sell
-198,593
Closed -$5.95M – 1107
2018
Q1 		$5.95M Buy
+198,593
New +$6.09M 0.17% 187
2017
Q3 		– Sell
-25,803
Closed -$839K – 664
2017
Q2 		$839K Buy
+25,803
New +$724K 0.02% 400

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winton Group's LZB Position: Q1 2024 in Review

Winton Group sold out of La-Z-Boy (LZB) in Q1 2024, closing a stake of 6,618 shares — an estimated $244K sold.

Winton Group first reported a position in LZB in Q2 2017 and held it in 8 quarters. The position peaked at $5.95M in Q1 2018. 219 funds tracked by Wall St. Rank hold LZB as of Q1 2024.

  • Winton Group reported no remaining La-Z-Boy position as of Q1 2024 after selling out during the quarter.
  • Winton Group sold 6,618 La-Z-Boy shares in Q1 2024, an estimated $244K.
  • Winton Group first reported a position in La-Z-Boy in Q2 2017 and held it in 8 quarters.
  • Winton Group's La-Z-Boy position peaked at $5.95M in Q1 2018.
  • 219 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2024.

Based on Winton Group's 13F filing for Q1 2024, filed 14 May 2024.