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TFS Capital’s La-Z-Boy LZB Stock Holding History

TFS Capital’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
2016
Q4 		– Sell
-70,719
Closed -$1.74M – 825
2016
Q3 		$1.74M Buy
70,719
+38,250
+118% +$1.08M 0.42% 45
2016
Q2 		$903K Sell
32,469
-37,845
-54% -$991K 0.17% 201
2016
Q1 		$1.88M Buy
+70,314
New +$1.65M 0.27% 85
2015
Q4 		– Sell
-86,016
Closed -$2.29M – 834
2015
Q3 		$2.29M Buy
86,016
+52,270
+155% +$1.39M 0.22% 127
2015
Q2 		$889K Sell
33,746
-21,455
-39% -$579K 0.09% 371
2015
Q1 		$1.55M Buy
55,201
+23,824
+76% +$633K 0.15% 201
2014
Q4 		$842K Buy
+31,377
New +$741K 0.08% 412
2014
Q3 		– Sell
-35,759
Closed -$829K – 1136
2014
Q2 		$829K Sell
35,759
-26,823
-43% -$663K 0.07% 472
2014
Q1 		$1.7M Sell
62,582
-41,200
-40% -$1.13M 0.11% 264
2013
Q4 		$3.22M Sell
103,782
-130,525
-56% -$3.37M 0.15% 191
2013
Q3 		$5.32M Buy
234,307
+208,869
+821% +$4.54M 0.24% 92
2013
Q2 		$516K Buy
+25,438
New +$471K 0.02% 883

Other funds holding LZB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFS Capital's LZB Position: Q4 2016 in Review

TFS Capital sold out of La-Z-Boy (LZB) in Q4 2016, closing a stake of 70,719 shares — an estimated $1.74M sold.

TFS Capital first reported a position in LZB in Q2 2013 and held it in 12 quarters. The position peaked at $5.32M in Q3 2013. 207 funds tracked by Wall St. Rank hold LZB as of Q4 2016.

  • TFS Capital reported no remaining La-Z-Boy position as of Q4 2016 after selling out during the quarter.
  • TFS Capital sold 70,719 La-Z-Boy shares in Q4 2016, an estimated $1.74M.
  • TFS Capital first reported a position in La-Z-Boy in Q2 2013 and held it in 12 quarters.
  • TFS Capital's La-Z-Boy position peaked at $5.32M in Q3 2013.
  • 207 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2016.

Based on TFS Capital's 13F filing for Q4 2016, filed 20 Jan 2017.