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Banyan Partners’s La-Z-Boy LZB Stock Holding History

Banyan Partners’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
2014
Q3 		$379K Hold
19,175
– – 0.03% 340
2014
Q2 		$444K Buy
19,175
+115
+0.6% +$2.84K 0.04% 322
2014
Q1 		$517K Buy
19,060
+1,290
+7% +$35.3K 0.04% 295
2013
Q4 		$551K Buy
+17,770
New +$459K 0.04% 300

Other funds holding LZB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return

Banyan Partners's LZB Position: Q3 2014 in Review

Banyan Partners held its La-Z-Boy (LZB) position steady in Q3 2014 at 19,175 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #340.

Banyan Partners first reported a position in LZB in Q4 2013 and has held it in 4 quarters since. The position peaked at $551K in Q4 2013. 163 funds tracked by Wall St. Rank hold LZB as of Q3 2014.

  • Banyan Partners held 19,175 shares of La-Z-Boy worth $379K as of Q3 2014.
  • Banyan Partners left its La-Z-Boy share count unchanged in Q3 2014.
  • La-Z-Boy made up 0.03% of Banyan Partners's portfolio in Q3 2014, its #340 holding.
  • Banyan Partners first reported a position in La-Z-Boy in Q4 2013 and has held it in 4 quarters since.
  • Banyan Partners's La-Z-Boy position peaked at $551K in Q4 2013.
  • 163 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.