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Bowling Portfolio Management’s La-Z-Boy LZB Stock Holding History

Bowling Portfolio 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
2020
Q1 		– Sell
-32,244
Closed -$1.01M – 364
2019
Q4 		$1.01M Buy
+32,244
New +$1.08M 0.17% 197
2018
Q3 		– Sell
-65,003
Closed -$1.99M – 356
2018
Q2 		$1.99M Sell
65,003
-2,500
-4% -$76.8K 0.28% 130
2018
Q1 		$2.02M Buy
+67,503
New +$2.07M 0.28% 130
2017
Q2 		– Sell
-22,931
Closed -$619K – 390
2017
Q1 		$619K Buy
22,931
+11,497
+101% +$326K 0.1% 248
2016
Q4 		$355K Buy
11,434
+33
+0.3% +$893 0.05% 268
2016
Q3 		$280K Buy
+11,401
New +$321K 0.04% 267

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bowling Portfolio Management's LZB Position: Q1 2020 in Review

Bowling Portfolio Management sold out of La-Z-Boy (LZB) in Q1 2020, closing a stake of 32,244 shares — an estimated $1.01M sold.

Bowling Portfolio Management first reported a position in LZB in Q3 2016 and held it in 6 quarters. The position peaked at $2.02M in Q1 2018. 205 funds tracked by Wall St. Rank hold LZB as of Q1 2020.

  • Bowling Portfolio Management reported no remaining La-Z-Boy position as of Q1 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 32,244 La-Z-Boy shares in Q1 2020, an estimated $1.01M.
  • Bowling Portfolio Management first reported a position in La-Z-Boy in Q3 2016 and held it in 6 quarters.
  • Bowling Portfolio Management's La-Z-Boy position peaked at $2.02M in Q1 2018.
  • 205 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2020.

Based on Bowling Portfolio Management's 13F filing for Q1 2020, filed 5 May 2020.