ACM
LZB icon

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

Apex 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
2016
Q1 		$14.7M Buy
550,696
+92,662
+20% +$2.17M 0.32% 86
2015
Q4 		$11.2M Buy
458,034
+32,783
+8% +$880K 0.25% 97
2015
Q3 		$11.3M Buy
+425,251
New +$11.3M 0.26% 94

Other funds holding LZB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Apex Capital Management's LZB Position: Q1 2016 in Review

Apex Capital Management increased its La-Z-Boy (LZB) stake by 20% in Q1 2016, buying an estimated $2.17M and bringing the position to 550,696 shares worth $14.7M. The position accounts for 0.32% of the portfolio, ranked #86.

Apex Capital Management first reported a position in LZB in Q3 2015 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold LZB as of Q1 2016.

  • Apex Capital Management held 550,696 shares of La-Z-Boy worth $14.7M as of Q1 2016.
  • Apex Capital Management bought 92,662 La-Z-Boy shares in Q1 2016, an estimated $2.17M.
  • La-Z-Boy made up 0.32% of Apex Capital Management's portfolio in Q1 2016, its #86 holding.
  • Apex Capital Management first reported a position in La-Z-Boy in Q3 2015 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2016.

Based on Apex Capital Management's 13F filing for Q1 2016, filed 27 Apr 2016.