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Howe & Rusling’s La-Z-Boy LZB Stock Holding History

Howe & Rusling’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
2018
Q2 		– Sell
-140
Closed -$4K – 892
2018
Q1 		$4K Hold
140
– – ﹤0.01% 649
2017
Q4 		$4K Hold
140
– – ﹤0.01% 596
2017
Q3 		$4K Hold
140
– – ﹤0.01% 620
2017
Q2 		$5K Hold
140
– – ﹤0.01% 632
2017
Q1 		$4K Sell
140
-10
-7% -$284 ﹤0.01% 709
2016
Q4 		$5K Buy
150
+5
+3% +$135 ﹤0.01% 678
2016
Q3 		$4K Hold
145
– – ﹤0.01% 721
2016
Q2 		$4K Hold
145
– – ﹤0.01% 684
2016
Q1 		$4K Buy
145
+10
+7% +$234 ﹤0.01% 716
2015
Q4 		$3K Buy
135
+50
+59% +$1.34K ﹤0.01% 743
2015
Q3 		$2K Hold
85
– – ﹤0.01% 831
2015
Q2 		$2K Hold
85
– – ﹤0.01% 870
2015
Q1 		$2K Sell
85
-25
-23% -$664 ﹤0.01% 779
2014
Q4 		$3K Buy
+110
New +$2.6K ﹤0.01% 715

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Howe & Rusling's LZB Position: Q2 2018 in Review

Howe & Rusling sold out of La-Z-Boy (LZB) in Q2 2018, closing a stake of 140 shares — an estimated $4K sold.

Howe & Rusling first reported a position in LZB in Q4 2014 and held it in 14 quarters. The position peaked at $5K in Q2 2017. 205 funds tracked by Wall St. Rank hold LZB as of Q2 2018.

  • Howe & Rusling reported no remaining La-Z-Boy position as of Q2 2018 after selling out during the quarter.
  • Howe & Rusling sold 140 La-Z-Boy shares in Q2 2018, an estimated $4K.
  • Howe & Rusling first reported a position in La-Z-Boy in Q4 2014 and held it in 14 quarters.
  • Howe & Rusling's La-Z-Boy position peaked at $5K in Q2 2017.
  • 205 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2018.

Based on Howe & Rusling's 13F filing for Q2 2018, filed 31 Jul 2018.