BIM
LZB icon

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

Bogle 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
2016
Q2 		– Sell
-27,696
Closed -$740K – 436
2016
Q1 		$740K Buy
+27,696
New +$648K 0.05% 294

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Bogle Investment Management's LZB Position: Q2 2016 in Review

Bogle Investment Management sold out of La-Z-Boy (LZB) in Q2 2016, closing a stake of 27,696 shares — an estimated $740K sold.

Bogle Investment Management first reported a position in LZB in Q1 2016 and held it in 1 quarter. The position peaked at $740K in Q1 2016. 203 funds tracked by Wall St. Rank hold LZB as of Q2 2016.

  • Bogle Investment Management reported no remaining La-Z-Boy position as of Q2 2016 after selling out during the quarter.
  • Bogle Investment Management sold 27,696 La-Z-Boy shares in Q2 2016, an estimated $740K.
  • Bogle Investment Management first reported a position in La-Z-Boy in Q1 2016 and held it in 1 quarter.
  • Bogle Investment Management's La-Z-Boy position peaked at $740K in Q1 2016.
  • 203 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2016.

Based on Bogle Investment Management's 13F filing for Q2 2016, filed 12 Aug 2016.