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 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

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

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

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