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Fiduciary Management Associates’s La-Z-Boy LZB Stock Holding History

Fiduciary Management 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
2015
Q3 		– Sell
-859,135
Closed -$22.6M – 125
2015
Q2 		$22.6M Buy
859,135
+7,010
+0.8% +$189K 1.33% 36
2015
Q1 		$24M Buy
852,125
+244,205
+40% +$6.49M 1.44% 30
2014
Q4 		$16.3M Buy
+607,920
New +$14.4M 1.02% 66

Other funds holding LZB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fiduciary Management Associates's LZB Position: Q3 2015 in Review

Fiduciary Management Associates sold out of La-Z-Boy (LZB) in Q3 2015, closing a stake of 859,135 shares — an estimated $22.6M sold.

Fiduciary Management Associates first reported a position in LZB in Q4 2014 and held it in 3 quarters. The position peaked at $24M in Q1 2015. 179 funds tracked by Wall St. Rank hold LZB as of Q3 2015.

  • Fiduciary Management Associates reported no remaining La-Z-Boy position as of Q3 2015 after selling out during the quarter.
  • Fiduciary Management Associates sold 859,135 La-Z-Boy shares in Q3 2015, an estimated $22.6M.
  • Fiduciary Management Associates first reported a position in La-Z-Boy in Q4 2014 and held it in 3 quarters.
  • Fiduciary Management Associates's La-Z-Boy position peaked at $24M in Q1 2015.
  • 179 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2015.

Based on Fiduciary Management Associates's 13F filing for Q3 2015, filed 10 Nov 2015.