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

Arcadia 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
2017
Q2 		– Sell
-1,325
Closed -$36K – 397
2017
Q1 		$36K Buy
+1,325
New +$37.6K 0.01% 252
2016
Q3 		– Sell
-1,350
Closed -$38K – 396
2016
Q2 		$38K Buy
+1,350
New +$35.3K 0.01% 230

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arcadia Investment Management's LZB Position: Q2 2017 in Review

Arcadia Investment Management sold out of La-Z-Boy (LZB) in Q2 2017, closing a stake of 1,325 shares — an estimated $36K sold.

Arcadia Investment Management first reported a position in LZB in Q2 2016 and held it in 2 quarters. The position peaked at $38K in Q2 2016. 214 funds tracked by Wall St. Rank hold LZB as of Q2 2017.

  • Arcadia Investment Management reported no remaining La-Z-Boy position as of Q2 2017 after selling out during the quarter.
  • Arcadia Investment Management sold 1,325 La-Z-Boy shares in Q2 2017, an estimated $36K.
  • Arcadia Investment Management first reported a position in La-Z-Boy in Q2 2016 and held it in 2 quarters.
  • Arcadia Investment Management's La-Z-Boy position peaked at $38K in Q2 2016.
  • 214 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2017.

Based on Arcadia Investment Management's 13F filing for Q2 2017, filed 3 Aug 2017.