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JIR
James Investment Research’s
La-Z-Boy
LZB
Stock Holding History
James Investment Research’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
2019
Q3
–
Sell
-6,550
Closed
-$201K
–
617
2019
Q2
$201K
Sell
6,550
-13,455
-67%
-$439K
0.01%
365
2019
Q1
$660K
Buy
+20,005
New
+$632K
0.04%
387
2018
Q4
–
Sell
-65,530
Closed
-$2.07M
–
856
2018
Q3
$2.07M
Buy
+65,530
New
+$2.09M
0.09%
368
2017
Q4
–
Sell
-50,700
Closed
-$1.36M
–
817
2017
Q3
$1.36M
Buy
+50,700
New
+$1.48M
0.05%
424
2017
Q2
–
Sell
-65,808
Closed
-$1.78M
–
746
2017
Q1
$1.78M
Buy
+65,808
New
+$1.87M
0.05%
251
2014
Q2
–
Sell
-45,340
Closed
-$1.23M
–
521
2014
Q1
$1.23M
Sell
45,340
-43,610
-49%
-$1.19M
0.04%
212
2013
Q4
$2.76M
Hold
88,950
–
–
0.09%
167
2013
Q3
$2.02M
Sell
88,950
-8,240
-8%
-$179K
0.08%
169
2013
Q2
$1.97M
Buy
+97,190
New
+$1.8M
0.08%
149
Other funds holding LZB
BlackRock
New York
$5.7T 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
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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