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Salem Investment Counselors’s La-Z-Boy LZB Stock Holding History

Salem Investment Counselors’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
Q2 		– Sell
-500
Closed -$16K – 690
2019
Q1 		$16K Buy
+500
New +$15.8K ﹤0.01% 383
2018
Q4 		– Sell
-500
Closed -$16K – 293
2018
Q3 		$16K Hold
500
– – ﹤0.01% 383
2018
Q2 		$15K Hold
500
– – ﹤0.01% 407
2018
Q1 		$15K Sell
500
-1,300
-72% -$39.9K ﹤0.01% 415
2017
Q4 		$56K Hold
1,800
– – 0.01% 300
2017
Q3 		$49K Hold
1,800
– – 0.01% 309
2017
Q2 		$59K Sell
1,800
-1,811
-50% -$50.8K 0.01% 296
2017
Q1 		$97K Sell
3,611
-77
-2% -$2.18K 0.01% 304
2016
Q4 		$115K Buy
+3,688
New +$99.8K 0.01% 276

Other funds holding LZB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Salem Investment Counselors's LZB Position: Q2 2019 in Review

Salem Investment Counselors sold out of La-Z-Boy (LZB) in Q2 2019, closing a stake of 500 shares — an estimated $16K sold.

Salem Investment Counselors first reported a position in LZB in Q4 2016 and held it in 9 quarters. The position peaked at $115K in Q4 2016. 206 funds tracked by Wall St. Rank hold LZB as of Q2 2019.

  • Salem Investment Counselors reported no remaining La-Z-Boy position as of Q2 2019 after selling out during the quarter.
  • Salem Investment Counselors sold 500 La-Z-Boy shares in Q2 2019, an estimated $16K.
  • Salem Investment Counselors first reported a position in La-Z-Boy in Q4 2016 and held it in 9 quarters.
  • Salem Investment Counselors's La-Z-Boy position peaked at $115K in Q4 2016.
  • 206 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2019.

Based on Salem Investment Counselors's 13F filing for Q2 2019, filed 14 Aug 2019.