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

Assured 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
2019 Q2	–	Sell	-244	Closed	-$8K	–	499
2019 Q1	$8K	Sell	244 -36,779	-99%	-$1.16M	﹤0.01%	1056
2018 Q4	$1.03M	Buy	37,023 +17,707	+92%	+$499K	0.03%	443
2018 Q3	$610K	Buy	19,316 +3,323	+21%	+$106K	0.01%	703
2018 Q2	$489K	Sell	15,993 -20,883	-57%	-$642K	0.01%	831
2018 Q1	$1.1M	Buy	+36,876	New	+$1.13M	0.03%	511

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Norges Bank Oslo, Norway $935B AUM

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

Assured Investment Management's LZB Position: Q2 2019 in Review

Assured Investment Management sold out of La-Z-Boy (LZB) in Q2 2019, closing a stake of 244 shares — an estimated $8K sold.

Assured Investment Management first reported a position in LZB in Q1 2018 and held it in 5 quarters. The position peaked at $1.1M in Q1 2018. 206 funds tracked by Wall St. Rank hold LZB as of Q2 2019.

Assured Investment Management reported no remaining La-Z-Boy position as of Q2 2019 after selling out during the quarter.
Assured Investment Management sold 244 La-Z-Boy shares in Q2 2019, an estimated $8K.
Assured Investment Management first reported a position in La-Z-Boy in Q1 2018 and held it in 5 quarters.
Assured Investment Management's La-Z-Boy position peaked at $1.1M in Q1 2018.
206 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.