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Vident Investment Advisory’s La-Z-Boy LZB Stock Holding History

Vident Investment Advisory’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
2021
Q3 		– Sell
-28,347
Closed -$1.05M – 1201
2021
Q2 		$1.05M Sell
28,347
-867
-3% -$36.4K 0.03% 641
2021
Q1 		$1.24M Buy
29,214
+211
+0.7% +$8.84K 0.04% 553
2020
Q4 		$1.16M Sell
29,003
-1,695
-6% -$62.8K 0.05% 508
2020
Q3 		$971K Sell
30,698
-3,922
-11% -$119K 0.05% 497
2020
Q2 		$937K Sell
34,620
-5,567
-14% -$134K 0.05% 499
2020
Q1 		$826K Sell
40,187
-14,327
-26% -$407K 0.05% 452
2019
Q4 		$1.72M Buy
+54,514
New +$1.83M 0.11% 294
2019
Q2 		– Sell
-61,173
Closed -$2.02M – 562
2019
Q1 		$2.02M Sell
61,173
-17,766
-23% -$561K 0.11% 285
2018
Q4 		$2.19M Sell
78,939
-20,040
-20% -$565K 0.12% 224
2018
Q3 		$3.13M Buy
98,979
+12,132
+14% +$386K 0.12% 222
2018
Q2 		$2.66M Buy
86,847
+1,178
+1% +$36.2K 0.11% 267
2018
Q1 		$2.57M Sell
85,669
-2,056
-2% -$63.1K 0.1% 276
2017
Q4 		$2.74M Buy
87,725
+7,111
+9% +$205K 0.12% 232
2017
Q3 		$2.17M Buy
80,614
+2,892
+4% +$84.3K 0.12% 272
2017
Q2 		$2.53M Buy
77,722
+1,954
+3% +$54.9K 0.21% 163
2017
Q1 		$2.04M Sell
75,768
-7,348
-9% -$208K 0.2% 249
2016
Q4 		$2.58M Buy
83,116
+6,101
+8% +$165K 0.31% 126
2016
Q3 		$1.89M Buy
+77,015
New +$2.17M 0.25% 231
2015
Q4 		– Sell
-19,382
Closed -$515K – 642
2015
Q3 		$515K Buy
19,382
+9,514
+96% +$253K 0.07% 512
2015
Q2 		$260K Buy
9,868
+698
+8% +$18.8K 0.03% 708
2015
Q1 		$258K Buy
+9,170
New +$244K 0.05% 662

Other funds holding LZB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vident Investment Advisory's LZB Position: Q3 2021 in Review

Vident Investment Advisory sold out of La-Z-Boy (LZB) in Q3 2021, closing a stake of 28,347 shares — an estimated $1.05M sold.

Vident Investment Advisory first reported a position in LZB in Q1 2015 and held it in 21 quarters. The position peaked at $3.13M in Q3 2018. 228 funds tracked by Wall St. Rank hold LZB as of Q3 2021.

  • Vident Investment Advisory reported no remaining La-Z-Boy position as of Q3 2021 after selling out during the quarter.
  • Vident Investment Advisory sold 28,347 La-Z-Boy shares in Q3 2021, an estimated $1.05M.
  • Vident Investment Advisory first reported a position in La-Z-Boy in Q1 2015 and held it in 21 quarters.
  • Vident Investment Advisory's La-Z-Boy position peaked at $3.13M in Q3 2018.
  • 228 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2021.

Based on Vident Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.