Numeric Investors’s La-Z-Boy LZB Stock Holding History

Numeric Investors’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
2017 Q4	$11.4M	Buy	364,700 +49,000	+16%	+$1.41M	0.08%	238
2017 Q3	$8.49M	Buy	315,700 +285,600	+949%	+$8.33M	0.07%	286
2017 Q2	$978K	Buy	+30,100	New	+$845K	0.01%	676
2017 Q1	–	Sell	-429,405	Closed	-$13.3M	–	1092
2016 Q4	$13.3M	Buy	429,405 +208,107	+94%	+$5.63M	0.12%	185
2016 Q3	$5.43M	Buy	221,298 +75,500	+52%	+$2.12M	0.05%	303
2016 Q2	$4.06M	Buy	145,798 +89,440	+159%	+$2.34M	0.04%	336
2016 Q1	$1.51M	Sell	56,358 -302,837	-84%	-$7.09M	0.02%	483
2015 Q4	$8.77M	Buy	359,195 +270,895	+307%	+$7.27M	0.09%	210
2015 Q3	$2.35M	Buy	+88,300	New	+$2.34M	0.03%	360
2014 Q3	–	Sell	-206,396	Closed	-$4.78M	–	895
2014 Q2	$4.78M	Sell	206,396 -182,500	-47%	-$4.51M	0.07%	238
2014 Q1	$10.5M	Sell	388,896 -232,500	-37%	-$6.35M	0.18%	134
2013 Q4	$19.3M	Sell	621,396 -81,300	-12%	-$2.1M	0.32%	74
2013 Q3	$16M	Buy	702,696 +394,006	+128%	+$8.56M	0.3%	84
2013 Q2	$6.26M	Buy	+308,690	New	+$5.71M	0.13%	165

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

Norges Bank Oslo, Norway $935B AUM

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Numeric Investors's LZB Position: Q4 2017 in Review

Numeric Investors increased its La-Z-Boy (LZB) stake by 16% in Q4 2017, buying an estimated $1.41M and bringing the position to 364,700 shares worth $11.4M. The position accounts for 0.08% of the portfolio, ranked #238.

Numeric Investors first reported a position in LZB in Q2 2013 and has held it in 14 quarters since. The position peaked at $19.3M in Q4 2013. 208 funds tracked by Wall St. Rank hold LZB as of Q4 2017.

Numeric Investors held 364,700 shares of La-Z-Boy worth $11.4M as of Q4 2017.
Numeric Investors bought 49,000 La-Z-Boy shares in Q4 2017, an estimated $1.41M.
La-Z-Boy made up 0.08% of Numeric Investors's portfolio in Q4 2017, its #238 holding.
Numeric Investors first reported a position in La-Z-Boy in Q2 2013 and has held it in 14 quarters since.
Numeric Investors's La-Z-Boy position peaked at $19.3M in Q4 2013.
208 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.