Crossmark Global Holdings’s La-Z-Boy LZB Stock Holding History

Crossmark Global Holdings’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
2018 Q4	–	Sell	-7,103	Closed	-$224K	–	1482
2018 Q3	$224K	Buy	7,103 +30	+0.4%	+$955	0.01%	1493
2018 Q2	$216K	Sell	7,073 -160	-2%	-$4.92K	0.01%	1504
2018 Q1	$217K	Sell	7,233 -1,973	-21%	-$60.5K	0.01%	1457
2017 Q4	$287K	Sell	9,206 -247	-3%	-$7.13K	0.01%	1395
2017 Q3	$254K	Buy	+9,453	New	+$276K	0.01%	1425
2016 Q3	$254K	Buy	+9,453	New	+$266K	0.01%	1425

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Crossmark Global Holdings's LZB Position: Q4 2018 in Review

Crossmark Global Holdings sold out of La-Z-Boy (LZB) in Q4 2018, closing a stake of 7,103 shares — an estimated $224K sold.

Crossmark Global Holdings first reported a position in LZB in Q3 2016 and held it in 6 quarters. The position peaked at $287K in Q4 2017. 201 funds tracked by Wall St. Rank hold LZB as of Q4 2018.

Crossmark Global Holdings reported no remaining La-Z-Boy position as of Q4 2018 after selling out during the quarter.
Crossmark Global Holdings sold 7,103 La-Z-Boy shares in Q4 2018, an estimated $224K.
Crossmark Global Holdings first reported a position in La-Z-Boy in Q3 2016 and held it in 6 quarters.
Crossmark Global Holdings's La-Z-Boy position peaked at $287K in Q4 2017.
201 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2018.

Based on Crossmark Global Holdings's 13F filing for Q4 2018, filed 31 Jan 2019.