Icon Advisers’s La-Z-Boy LZB Stock Holding History

Icon Advisers’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	-13,500	Closed	-$439K	–	403
2017 Q2	$439K	Hold	13,500	–	–	0.03%	346
2017 Q1	$364K	Hold	13,500	–	–	0.03%	361
2016 Q4	$419K	Hold	13,500	–	–	0.03%	368
2016 Q3	$332K	Buy	+13,500	New	+$380K	0.02%	399

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Oslo, Norway $935B AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Icon Advisers's LZB Position: Q3 2017 in Review

Icon Advisers sold out of La-Z-Boy (LZB) in Q3 2017, closing a stake of 13,500 shares — an estimated $439K sold.

Icon Advisers first reported a position in LZB in Q3 2016 and held it in 4 quarters. The position peaked at $439K in Q2 2017. 188 funds tracked by Wall St. Rank hold LZB as of Q3 2017.

Icon Advisers reported no remaining La-Z-Boy position as of Q3 2017 after selling out during the quarter.
Icon Advisers sold 13,500 La-Z-Boy shares in Q3 2017, an estimated $439K.
Icon Advisers first reported a position in La-Z-Boy in Q3 2016 and held it in 4 quarters.
Icon Advisers's La-Z-Boy position peaked at $439K in Q2 2017.
188 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2017.

Based on Icon Advisers's 13F filing for Q3 2017, filed 8 Nov 2017.