HIM
LZB icon

Hillsdale Investment Management’s La-Z-Boy LZB Stock Holding History

Hillsdale Investment 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
2021
Q1 		– Sell
-24,300
Closed -$968K – 623
2020
Q4 		$968K Buy
+24,300
New +$900K 0.09% 225
2015
Q4 		– Sell
-1,200
Closed -$32K – 549
2015
Q3 		$32K Buy
+1,200
New +$31.9K 0.01% 426

Other funds holding LZB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hillsdale Investment Management's LZB Position: Q1 2021 in Review

Hillsdale Investment Management sold out of La-Z-Boy (LZB) in Q1 2021, closing a stake of 24,300 shares — an estimated $968K sold.

Hillsdale Investment Management first reported a position in LZB in Q3 2015 and held it in 2 quarters. The position peaked at $968K in Q4 2020. 234 funds tracked by Wall St. Rank hold LZB as of Q1 2021.

  • Hillsdale Investment Management reported no remaining La-Z-Boy position as of Q1 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 24,300 La-Z-Boy shares in Q1 2021, an estimated $968K.
  • Hillsdale Investment Management first reported a position in La-Z-Boy in Q3 2015 and held it in 2 quarters.
  • Hillsdale Investment Management's La-Z-Boy position peaked at $968K in Q4 2020.
  • 234 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2021.

Based on Hillsdale Investment Management's 13F filing for Q1 2021, filed 22 Apr 2021.