AIM
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Alambic Investment Management’s La-Z-Boy LZB Stock Holding History

Alambic Investment 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
2018
Q3 		– Sell
-45,200
Closed -$1.38M – 328
2018
Q2 		$1.38M Buy
45,200
+18,600
+70% +$571K 0.38% 94
2018
Q1 		$797K Buy
26,600
+15,800
+146% +$485K 0.11% 262
2017
Q4 		$337K Sell
10,800
-64,200
-86% -$1.85M 0.04% 362
2017
Q3 		$2.02M Buy
75,000
+3,400
+5% +$99.1K 0.22% 155
2017
Q2 		$2.33M Buy
71,600
+31,500
+79% +$884K 0.28% 106
2017
Q1 		$1.08M Buy
40,100
+32,300
+414% +$916K 0.13% 246
2016
Q4 		$242K Buy
+7,800
New +$211K 0.04% 464
2016
Q3 		– Sell
-18,150
Closed -$505K – 535
2016
Q2 		$505K Buy
+18,150
New +$475K 0.13% 277

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Alambic Investment Management's LZB Position: Q3 2018 in Review

Alambic Investment Management sold out of La-Z-Boy (LZB) in Q3 2018, closing a stake of 45,200 shares — an estimated $1.38M sold.

Alambic Investment Management first reported a position in LZB in Q2 2016 and held it in 8 quarters. The position peaked at $2.33M in Q2 2017. 209 funds tracked by Wall St. Rank hold LZB as of Q3 2018.

  • Alambic Investment Management reported no remaining La-Z-Boy position as of Q3 2018 after selling out during the quarter.
  • Alambic Investment Management sold 45,200 La-Z-Boy shares in Q3 2018, an estimated $1.38M.
  • Alambic Investment Management first reported a position in La-Z-Boy in Q2 2016 and held it in 8 quarters.
  • Alambic Investment Management's La-Z-Boy position peaked at $2.33M in Q2 2017.
  • 209 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2018.

Based on Alambic Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.