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Kirr Marbach & Co’s La-Z-Boy LZB Stock Holding History

Kirr Marbach & Co’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
2014
Q1 		– Sell
-7,000
Closed -$217K – 64
2013
Q4 		$217K Sell
7,000
-7,000
-50% -$181K 0.04% 55
2013
Q3 		$318K Hold
14,000
– – 0.06% 45
2013
Q2 		$284K Buy
+14,000
New +$259K 0.06% 47

Other funds holding LZB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kirr Marbach & Co's LZB Position: Q1 2014 in Review

Kirr Marbach & Co sold out of La-Z-Boy (LZB) in Q1 2014, closing a stake of 7,000 shares — an estimated $217K sold.

Kirr Marbach & Co first reported a position in LZB in Q2 2013 and held it in 3 quarters. The position peaked at $318K in Q3 2013. 169 funds tracked by Wall St. Rank hold LZB as of Q1 2014.

  • Kirr Marbach & Co reported no remaining La-Z-Boy position as of Q1 2014 after selling out during the quarter.
  • Kirr Marbach & Co sold 7,000 La-Z-Boy shares in Q1 2014, an estimated $217K.
  • Kirr Marbach & Co first reported a position in La-Z-Boy in Q2 2013 and held it in 3 quarters.
  • Kirr Marbach & Co's La-Z-Boy position peaked at $318K in Q3 2013.
  • 169 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2014.

Based on Kirr Marbach & Co's 13F filing for Q1 2014, filed 30 Apr 2014.