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	–	616
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	–	855
2018 Q3	$2.07M	Buy	+65,530	New	+$2.09M	0.09%	368
2017 Q4	–	Sell	-50,700	Closed	-$1.36M	–	816
2017 Q3	$1.36M	Buy	+50,700	New	+$1.48M	0.05%	424
2017 Q2	–	Sell	-65,808	Closed	-$1.78M	–	745
2017 Q1	$1.78M	Buy	+65,808	New	+$1.87M	0.05%	251
2014 Q2	–	Sell	-45,340	Closed	-$1.23M	–	520
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

James Investment Research's LZB Position: Q3 2019 in Review

James Investment Research sold out of La-Z-Boy (LZB) in Q3 2019, closing a stake of 6,550 shares — an estimated $201K sold.

James Investment Research first reported a position in LZB in Q2 2013 and held it in 9 quarters. The position peaked at $2.76M in Q4 2013. 211 funds tracked by Wall St. Rank hold LZB as of Q3 2019.

James Investment Research reported no remaining La-Z-Boy position as of Q3 2019 after selling out during the quarter.
James Investment Research sold 6,550 La-Z-Boy shares in Q3 2019, an estimated $201K.
James Investment Research first reported a position in La-Z-Boy in Q2 2013 and held it in 9 quarters.
James Investment Research's La-Z-Boy position peaked at $2.76M in Q4 2013.
211 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2019.

Based on James Investment Research's 13F filing for Q3 2019, filed 30 Oct 2019.