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LZB icon

UBS’s La-Z-Boy LZB Stock Holding History

UBS’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
2014
Q3 		– Sell
-1,535
Closed -$33.3K – 10574
2014
Q2 		$36K Buy
1,535
+119
+8% +$2.94K ﹤0.01% 7318
2014
Q1 		$38K Buy
1,416
+1,091
+336% +$29.8K ﹤0.01% 7209
2013
Q4 		$10K Sell
325
-8,596
-96% -$222K ﹤0.01% 8977
2013
Q3 		$203K Buy
+8,921
New +$194K ﹤0.01% 5163

Other funds holding LZB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return

UBS's LZB Position: Q3 2014 in Review

UBS sold out of La-Z-Boy (LZB) in Q3 2014, closing a stake of 1,535 shares — an estimated $33.3K sold.

UBS first reported a position in LZB in Q3 2013 and held it in 4 quarters. The position peaked at $203K in Q3 2013. 163 funds tracked by Wall St. Rank hold LZB as of Q3 2014.

  • UBS reported no remaining La-Z-Boy position as of Q3 2014 after selling out during the quarter.
  • UBS sold 1,535 La-Z-Boy shares in Q3 2014, an estimated $33.3K.
  • UBS first reported a position in La-Z-Boy in Q3 2013 and held it in 4 quarters.
  • UBS's La-Z-Boy position peaked at $203K in Q3 2013.
  • 163 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.