Stevens Capital Management’s La-Z-Boy LZB Stock Holding History

Stevens Capital Management’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 Q3	–	Sell	-24,513	Closed	-$797K	–	972
2017 Q2	$797K	Sell	24,513 -3,267	-12%	-$91.7K	0.03%	483
2017 Q1	$750K	Buy	27,780 +5,217	+23%	+$148K	0.03%	482
2016 Q4	$701K	Buy	+22,563	New	+$611K	0.03%	500
2016 Q3	–	Sell	-26,361	Closed	-$733K	–	1034
2016 Q2	$733K	Buy	+26,361	New	+$690K	0.03%	480
2016 Q1	–	Sell	-26,293	Closed	-$642K	–	1022
2015 Q4	$642K	Buy	+26,293	New	+$705K	0.03%	504
2015 Q3	–	Sell	-18,329	Closed	-$483K	–	1120
2015 Q2	$483K	Buy	+18,329	New	+$494K	0.02%	624
2015 Q1	–	Sell	-18,104	Closed	-$486K	–	1129
2014 Q4	$486K	Buy	+18,104	New	+$428K	0.02%	591
2014 Q3	–	Sell	-17,898	Closed	-$415K	–	1147
2014 Q2	$415K	Buy	+17,898	New	+$443K	0.01%	720
2013 Q4	–	Sell	-10,448	Closed	-$237K	–	1142
2013 Q3	$237K	Buy	+10,448	New	+$227K	0.01%	854

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Stevens Capital Management's LZB Position: Q3 2017 in Review

Stevens Capital Management sold out of La-Z-Boy (LZB) in Q3 2017, closing a stake of 24,513 shares — an estimated $797K sold.

Stevens Capital Management first reported a position in LZB in Q3 2013 and held it in 9 quarters. The position peaked at $797K in Q2 2017. 188 funds tracked by Wall St. Rank hold LZB as of Q3 2017.

Stevens Capital Management reported no remaining La-Z-Boy position as of Q3 2017 after selling out during the quarter.
Stevens Capital Management sold 24,513 La-Z-Boy shares in Q3 2017, an estimated $797K.
Stevens Capital Management first reported a position in La-Z-Boy in Q3 2013 and held it in 9 quarters.
Stevens Capital Management's La-Z-Boy position peaked at $797K in Q2 2017.
188 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2017.

Based on Stevens Capital Management's 13F filing for Q3 2017, filed 1 Nov 2017.