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Alpha Windward’s La-Z-Boy LZB Stock Holding History

Alpha Windward’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
-12,720
Closed -$402K – 196
2020
Q3 		$402K Buy
+12,720
New +$387K 0.29% 116
2018
Q3 		– Sell
-15,960
Closed -$488K – 416
2018
Q2 		$488K Buy
+15,960
New +$490K 0.3% 139
2015
Q4 		– Sell
-15,420
Closed -$410K – 451
2015
Q3 		$410K Buy
+15,420
New +$409K 0.3% 116

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

Alpha Windward's LZB Position: Q4 2020 in Review

Alpha Windward sold out of La-Z-Boy (LZB) in Q4 2020, closing a stake of 12,720 shares — an estimated $402K sold.

Alpha Windward first reported a position in LZB in Q3 2015 and held it in 3 quarters. The position peaked at $488K in Q2 2018. 220 funds tracked by Wall St. Rank hold LZB as of Q4 2020.

  • Alpha Windward reported no remaining La-Z-Boy position as of Q4 2020 after selling out during the quarter.
  • Alpha Windward sold 12,720 La-Z-Boy shares in Q4 2020, an estimated $402K.
  • Alpha Windward first reported a position in La-Z-Boy in Q3 2015 and held it in 3 quarters.
  • Alpha Windward's La-Z-Boy position peaked at $488K in Q2 2018.
  • 220 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2020.

Based on Alpha Windward's 13F filing for Q4 2020.