CCM
LZB icon

Coe Capital Management’s La-Z-Boy LZB Stock Holding History

Coe Capital 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
2013
Q3 		– Sell
-122,288
Closed -$2.48M – 144
2013
Q2 		$2.48M Buy
+122,288
New +$2.26M 0.95% 28

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Coe Capital Management's LZB Position: Q3 2013 in Review

Coe Capital Management sold out of La-Z-Boy (LZB) in Q3 2013, closing a stake of 122,288 shares — an estimated $2.48M sold.

Coe Capital Management first reported a position in LZB in Q2 2013 and held it in 1 quarter. The position peaked at $2.48M in Q2 2013. 159 funds tracked by Wall St. Rank hold LZB as of Q3 2013.

  • Coe Capital Management reported no remaining La-Z-Boy position as of Q3 2013 after selling out during the quarter.
  • Coe Capital Management sold 122,288 La-Z-Boy shares in Q3 2013, an estimated $2.48M.
  • Coe Capital Management first reported a position in La-Z-Boy in Q2 2013 and held it in 1 quarter.
  • Coe Capital Management's La-Z-Boy position peaked at $2.48M in Q2 2013.
  • 159 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2013.

Based on Coe Capital Management's 13F filing for Q3 2013, filed 24 Oct 2013.