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

Advisor 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
2019 Q4	$193K	Buy	6,129 +2,237	+57%	+$75K	﹤0.01%	2419
2019 Q3	$131K	Buy	3,892 +531	+16%	+$17K	﹤0.01%	2678
2019 Q2	$103K	Sell	3,361 -459	-12%	-$15K	﹤0.01%	2840
2019 Q1	$126K	Buy	3,820 +3,347	+708%	+$106K	﹤0.01%	2658
2018 Q4	$13K	Buy	473 +28	+6%	+$790	﹤0.01%	4066
2018 Q3	$14K	Buy	445 +400	+889%	+$12.7K	﹤0.01%	4085
2018 Q2	$1K	Hold	45	–	–	﹤0.01%	4810
2018 Q1	$1K	Hold	45	–	–	﹤0.01%	4825
2017 Q4	$1K	Hold	45	–	–	﹤0.01%	4833
2017 Q3	$1K	Hold	45	–	–	﹤0.01%	4689
2017 Q2	$1K	Hold	45	–	–	﹤0.01%	4636
2017 Q1	$1K	Hold	45	–	–	﹤0.01%	4544
2016 Q4	$1K	Hold	45	–	–	﹤0.01%	4367
2016 Q3	$1K	Hold	45	–	–	﹤0.01%	4315
2016 Q2	$1K	Buy	+45	New	+$1.18K	﹤0.01%	4245

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's LZB Position: Q4 2019 in Review

Advisor Group increased its La-Z-Boy (LZB) stake by 57% in Q4 2019, buying an estimated $75K and bringing the position to 6,129 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

Advisor Group first reported a position in LZB in Q2 2016 and has held it in 15 quarters since. 212 funds tracked by Wall St. Rank hold LZB as of Q4 2019.

Advisor Group held 6,129 shares of La-Z-Boy worth $193K as of Q4 2019.
Advisor Group bought 2,237 La-Z-Boy shares in Q4 2019, an estimated $75K.
La-Z-Boy made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2419 holding.
Advisor Group first reported a position in La-Z-Boy in Q2 2016 and has held it in 15 quarters since.
212 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.