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Ground Swell Capital’s La-Z-Boy LZB Stock Holding History

Ground Swell Capital’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
Q3 		– Sell
-906
Closed -$21K – 2612
2014
Q2 		$21K Buy
+906
New +$22.4K 0.04% 379

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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return

Ground Swell Capital's LZB Position: Q3 2014 in Review

Ground Swell Capital sold out of La-Z-Boy (LZB) in Q3 2014, closing a stake of 906 shares — an estimated $21K sold.

Ground Swell Capital first reported a position in LZB in Q2 2014 and held it in 1 quarter. The position peaked at $21K in Q2 2014. 163 funds tracked by Wall St. Rank hold LZB as of Q3 2014.

  • Ground Swell Capital reported no remaining La-Z-Boy position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 906 La-Z-Boy shares in Q3 2014, an estimated $21K.
  • Ground Swell Capital first reported a position in La-Z-Boy in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's La-Z-Boy position peaked at $21K in Q2 2014.
  • 163 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.