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Waddell & Reed Financial’s La-Z-Boy LZB Stock Holding History

Waddell & Reed Financial’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
Q1 		– Sell
-77,400
Closed -$1.89M – 618
2015
Q4 		$1.89M Buy
+77,400
New +$2.08M ﹤0.01% 600

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Waddell & Reed Financial's LZB Position: Q1 2016 in Review

Waddell & Reed Financial sold out of La-Z-Boy (LZB) in Q1 2016, closing a stake of 77,400 shares — an estimated $1.89M sold.

Waddell & Reed Financial first reported a position in LZB in Q4 2015 and held it in 1 quarter. The position peaked at $1.89M in Q4 2015. 192 funds tracked by Wall St. Rank hold LZB as of Q1 2016.

  • Waddell & Reed Financial reported no remaining La-Z-Boy position as of Q1 2016 after selling out during the quarter.
  • Waddell & Reed Financial sold 77,400 La-Z-Boy shares in Q1 2016, an estimated $1.89M.
  • Waddell & Reed Financial first reported a position in La-Z-Boy in Q4 2015 and held it in 1 quarter.
  • Waddell & Reed Financial's La-Z-Boy position peaked at $1.89M in Q4 2015.
  • 192 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2016.

Based on Waddell & Reed Financial's 13F filing for Q1 2016, filed 13 May 2016.