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Horizon Investment Services’s La-Z-Boy LZB Stock Holding History

Horizon Investment Services’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
2017
Q3 		– Sell
-7,240
Closed -$235K – 110
2017
Q2 		$235K Sell
7,240
-2,650
-27% -$74.4K 0.11% 94
2017
Q1 		$267K Sell
9,890
-3,734
-27% -$106K 0.12% 99
2016
Q4 		$423K Sell
13,624
-1,032
-7% -$27.9K 0.2% 78
2016
Q3 		$360K Buy
14,656
+1,233
+9% +$34.7K 0.18% 78
2016
Q2 		$373K Buy
13,423
+2,863
+27% +$75K 0.19% 82
2016
Q1 		$282K Buy
+10,560
New +$247K 0.13% 91

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Horizon Investment Services's LZB Position: Q3 2017 in Review

Horizon Investment Services sold out of La-Z-Boy (LZB) in Q3 2017, closing a stake of 7,240 shares — an estimated $235K sold.

Horizon Investment Services first reported a position in LZB in Q1 2016 and held it in 6 quarters. The position peaked at $423K in Q4 2016. 188 funds tracked by Wall St. Rank hold LZB as of Q3 2017.

  • Horizon Investment Services reported no remaining La-Z-Boy position as of Q3 2017 after selling out during the quarter.
  • Horizon Investment Services sold 7,240 La-Z-Boy shares in Q3 2017, an estimated $235K.
  • Horizon Investment Services first reported a position in La-Z-Boy in Q1 2016 and held it in 6 quarters.
  • Horizon Investment Services's La-Z-Boy position peaked at $423K in Q4 2016.
  • 188 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2017.

Based on Horizon Investment Services's 13F filing for Q3 2017, filed 13 Nov 2017.