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

Calvert 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
2017 Q1	–	Sell	-141,012	Closed	-$4.38M	–	355
2016 Q4	$4.38M	Sell	141,012 -8,251	-6%	-$223K	0.16%	185
2016 Q3	$3.67M	Sell	149,263 -6,299	-4%	-$177K	0.13%	213
2016 Q2	$4.33M	Hold	155,562	–	–	0.17%	143
2016 Q1	$4.16M	Hold	155,562	–	–	0.18%	109
2015 Q4	$3.8M	Buy	+155,562	New	+$4.17M	0.17%	118

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Calvert Investment Management's LZB Position: Q1 2017 in Review

Calvert Investment Management sold out of La-Z-Boy (LZB) in Q1 2017, closing a stake of 141,012 shares — an estimated $4.38M sold.

Calvert Investment Management first reported a position in LZB in Q4 2015 and held it in 5 quarters. The position peaked at $4.38M in Q4 2016. 197 funds tracked by Wall St. Rank hold LZB as of Q1 2017.

Calvert Investment Management reported no remaining La-Z-Boy position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 141,012 La-Z-Boy shares in Q1 2017, an estimated $4.38M.
Calvert Investment Management first reported a position in La-Z-Boy in Q4 2015 and held it in 5 quarters.
Calvert Investment Management's La-Z-Boy position peaked at $4.38M in Q4 2016.
197 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.