Kaizen Advisory’s La-Z-Boy LZB Stock Holding History

Kaizen Advisory’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 Q3	–	Sell	-38,294	Closed	-$1.17M	–	596
2018 Q2	$1.17M	Buy	38,294 +33,876	+767%	+$1.04M	0.6%	48
2018 Q1	$132K	Sell	4,418 -28,737	-87%	-$882K	0.13%	115
2017 Q4	$1.32M	Buy	+33,155	New	+$957K	0.79%	35

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Kaizen Advisory's LZB Position: Q3 2018 in Review

Kaizen Advisory sold out of La-Z-Boy (LZB) in Q3 2018, closing a stake of 38,294 shares — an estimated $1.17M sold.

Kaizen Advisory first reported a position in LZB in Q4 2017 and held it in 3 quarters. The position peaked at $1.32M in Q4 2017. 209 funds tracked by Wall St. Rank hold LZB as of Q3 2018.

Kaizen Advisory reported no remaining La-Z-Boy position as of Q3 2018 after selling out during the quarter.
Kaizen Advisory sold 38,294 La-Z-Boy shares in Q3 2018, an estimated $1.17M.
Kaizen Advisory first reported a position in La-Z-Boy in Q4 2017 and held it in 3 quarters.
Kaizen Advisory's La-Z-Boy position peaked at $1.32M in Q4 2017.
209 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.