SW
LZB icon

SVB Wealth’s La-Z-Boy LZB Stock Holding History

SVB Wealth’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 		– Sell
-13,957
Closed -$375K – 488
2017
Q3 		$375K Sell
13,957
-255
-2% -$7.43K 0.01% 379
2017
Q2 		$462K Sell
14,212
-65
-0.5% -$1.82K 0.02% 361
2017
Q1 		$385K Sell
14,277
-585
-4% -$16.6K 0.02% 383
2016
Q4 		$461K Sell
14,862
-735
-5% -$19.9K 0.02% 357
2016
Q3 		$383K Sell
15,597
-1,875
-11% -$52.8K 0.02% 379
2016
Q2 		$486K Sell
17,472
-245
-1% -$6.42K 0.02% 350
2016
Q1 		$474K Sell
17,717
-203
-1% -$4.75K 0.02% 363
2015
Q4 		$438K Buy
17,920
+1,210
+7% +$32.5K 0.02% 390
2015
Q3 		$444K Buy
16,710
+890
+6% +$23.6K 0.02% 429
2015
Q2 		$417K Buy
15,820
+90
+0.6% +$2.43K 0.01% 459
2015
Q1 		$442K Sell
15,730
-1,900
-11% -$50.5K 0.01% 434
2014
Q4 		$473K Buy
+17,630
New +$417K 0.02% 413

Other funds holding LZB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SVB Wealth's LZB Position: Q4 2017 in Review

SVB Wealth sold out of La-Z-Boy (LZB) in Q4 2017, closing a stake of 13,957 shares — an estimated $375K sold.

SVB Wealth first reported a position in LZB in Q4 2014 and held it in 12 quarters. The position peaked at $486K in Q2 2016. 208 funds tracked by Wall St. Rank hold LZB as of Q4 2017.

  • SVB Wealth reported no remaining La-Z-Boy position as of Q4 2017 after selling out during the quarter.
  • SVB Wealth sold 13,957 La-Z-Boy shares in Q4 2017, an estimated $375K.
  • SVB Wealth first reported a position in La-Z-Boy in Q4 2014 and held it in 12 quarters.
  • SVB Wealth's La-Z-Boy position peaked at $486K in Q2 2016.
  • 208 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2017.

Based on SVB Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.