Genesee Valley Trust’s La-Z-Boy LZB Stock Holding History

Genesee Valley Trust’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	-6,545	Closed	-$203K	–	323
2013 Q4	$203K	Buy	+6,545	New	+$169K	0.13%	275

Other funds holding LZB

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Genesee Valley Trust's LZB Position: Q1 2014 in Review

Genesee Valley Trust sold out of La-Z-Boy (LZB) in Q1 2014, closing a stake of 6,545 shares — an estimated $203K sold.

Genesee Valley Trust first reported a position in LZB in Q4 2013 and held it in 1 quarter. The position peaked at $203K in Q4 2013. 169 funds tracked by Wall St. Rank hold LZB as of Q1 2014.

Genesee Valley Trust reported no remaining La-Z-Boy position as of Q1 2014 after selling out during the quarter.
Genesee Valley Trust sold 6,545 La-Z-Boy shares in Q1 2014, an estimated $203K.
Genesee Valley Trust first reported a position in La-Z-Boy in Q4 2013 and held it in 1 quarter.
Genesee Valley Trust's La-Z-Boy position peaked at $203K in Q4 2013.
169 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2014.

Based on Genesee Valley Trust's 13F filing for Q1 2014, filed 7 May 2014.