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C.M. Bidwell & Associates’s La-Z-Boy LZB Stock Holding History

C.M. Bidwell & Associates’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
Q4 		– Sell
-700
Closed -$22K – 515
2020
Q3 		$22K Buy
+700
New +$21.3K 0.02% 303
2015
Q4 		– Sell
-6,435
Closed -$171K – 256
2015
Q3 		$171K Buy
+6,435
New +$171K 0.04% 172
2013
Q3 		– Sell
-9,680
Closed -$196K – 242
2013
Q2 		$196K Buy
+9,680
New +$179K 0.06% 139

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

C.M. Bidwell & Associates's LZB Position: Q4 2020 in Review

C.M. Bidwell & Associates sold out of La-Z-Boy (LZB) in Q4 2020, closing a stake of 700 shares — an estimated $22K sold.

C.M. Bidwell & Associates first reported a position in LZB in Q2 2013 and held it in 3 quarters. The position peaked at $196K in Q2 2013. 220 funds tracked by Wall St. Rank hold LZB as of Q4 2020.

  • C.M. Bidwell & Associates reported no remaining La-Z-Boy position as of Q4 2020 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 700 La-Z-Boy shares in Q4 2020, an estimated $22K.
  • C.M. Bidwell & Associates first reported a position in La-Z-Boy in Q2 2013 and held it in 3 quarters.
  • C.M. Bidwell & Associates's La-Z-Boy position peaked at $196K in Q2 2013.
  • 220 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.