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Invictus RG’s La-Z-Boy LZB Stock Holding History

Invictus RG’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
Q1 		– Sell
-8,478
Closed -$265K – 315
2017
Q4 		$265K Buy
+8,478
New +$245K 0.28% 196
2017
Q3 		– Sell
-8,820
Closed -$287K – 620
2017
Q2 		$287K Buy
+8,820
New +$248K 0.21% 197
2017
Q1 		– Sell
-11,550
Closed -$359K – 778
2016
Q4 		$359K Buy
11,550
+7,048
+157% +$191K 0.24% 149
2016
Q3 		$111K Buy
+4,502
New +$127K 0.09% 402

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invictus RG's LZB Position: Q1 2018 in Review

Invictus RG sold out of La-Z-Boy (LZB) in Q1 2018, closing a stake of 8,478 shares — an estimated $265K sold.

Invictus RG first reported a position in LZB in Q3 2016 and held it in 4 quarters. The position peaked at $359K in Q4 2016. 210 funds tracked by Wall St. Rank hold LZB as of Q1 2018.

  • Invictus RG reported no remaining La-Z-Boy position as of Q1 2018 after selling out during the quarter.
  • Invictus RG sold 8,478 La-Z-Boy shares in Q1 2018, an estimated $265K.
  • Invictus RG first reported a position in La-Z-Boy in Q3 2016 and held it in 4 quarters.
  • Invictus RG's La-Z-Boy position peaked at $359K in Q4 2016.
  • 210 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2018.

Based on Invictus RG's 13F filing for Q1 2018, filed 14 May 2018.