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Chase Investment Counsel’s La-Z-Boy LZB Stock Holding History

Chase Investment Counsel’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
Q1 		– Sell
-58,010
Closed -$1.8M – 111
2013
Q4 		$1.8M Buy
+58,010
New +$1.5M 0.53% 58

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chase Investment Counsel's LZB Position: Q1 2014 in Review

Chase Investment Counsel sold out of La-Z-Boy (LZB) in Q1 2014, closing a stake of 58,010 shares — an estimated $1.8M sold.

Chase Investment Counsel first reported a position in LZB in Q4 2013 and held it in 1 quarter. The position peaked at $1.8M in Q4 2013. 169 funds tracked by Wall St. Rank hold LZB as of Q1 2014.

  • Chase Investment Counsel reported no remaining La-Z-Boy position as of Q1 2014 after selling out during the quarter.
  • Chase Investment Counsel sold 58,010 La-Z-Boy shares in Q1 2014, an estimated $1.8M.
  • Chase Investment Counsel first reported a position in La-Z-Boy in Q4 2013 and held it in 1 quarter.
  • Chase Investment Counsel's La-Z-Boy position peaked at $1.8M in Q4 2013.
  • 169 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2014.

Based on Chase Investment Counsel's 13F filing for Q1 2014, filed 2 May 2014.