Sumitomo Mitsui Trust Group
LZB icon

Sumitomo Mitsui Trust Group’s La-Z-Boy LZB Stock Holding History

Sumitomo Mitsui Trust Group’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
2015
Q3 		– Sell
-78,700
Closed -$2.07M – 885
2015
Q2 		$2.07M Hold
78,700
– – ﹤0.01% 741
2015
Q1 		$2.21M Buy
+78,700
New +$2.09M ﹤0.01% 712

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Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group's LZB Position: Q3 2015 in Review

Sumitomo Mitsui Trust Group sold out of La-Z-Boy (LZB) in Q3 2015, closing a stake of 78,700 shares — an estimated $2.07M sold.

Sumitomo Mitsui Trust Group first reported a position in LZB in Q1 2015 and held it in 2 quarters. The position peaked at $2.21M in Q1 2015. 179 funds tracked by Wall St. Rank hold LZB as of Q3 2015.

  • Sumitomo Mitsui Trust Group reported no remaining La-Z-Boy position as of Q3 2015 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 78,700 La-Z-Boy shares in Q3 2015, an estimated $2.07M.
  • Sumitomo Mitsui Trust Group first reported a position in La-Z-Boy in Q1 2015 and held it in 2 quarters.
  • Sumitomo Mitsui Trust Group's La-Z-Boy position peaked at $2.21M in Q1 2015.
  • 179 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2015.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2015, filed 6 Nov 2015.