WBI Investments’s La-Z-Boy LZB Stock Holding History

WBI Investments’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
2019 Q2	–	Sell	-30,900	Closed	-$1.02M	–	263
2019 Q1	$1.02M	Buy	+30,900	New	+$976K	0.08%	178
2017 Q3	–	Sell	-63,463	Closed	-$2.06M	–	340
2017 Q2	$2.06M	Buy	+63,463	New	+$1.78M	0.09%	150
2017 Q1	–	Sell	-40,876	Closed	-$1.27M	–	334
2016 Q4	$1.27M	Buy	+40,876	New	+$1.11M	0.05%	189
2016 Q3	–	Sell	-168,991	Closed	-$4.7M	–	304
2016 Q2	$4.7M	Buy	168,991 +143,376	+560%	+$3.75M	0.17%	83
2016 Q1	$685K	Buy	+25,615	New	+$599K	0.03%	102

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WBI Investments's LZB Position: Q2 2019 in Review

WBI Investments sold out of La-Z-Boy (LZB) in Q2 2019, closing a stake of 30,900 shares — an estimated $1.02M sold.

WBI Investments first reported a position in LZB in Q1 2016 and held it in 5 quarters. The position peaked at $4.7M in Q2 2016. 206 funds tracked by Wall St. Rank hold LZB as of Q2 2019.

WBI Investments reported no remaining La-Z-Boy position as of Q2 2019 after selling out during the quarter.
WBI Investments sold 30,900 La-Z-Boy shares in Q2 2019, an estimated $1.02M.
WBI Investments first reported a position in La-Z-Boy in Q1 2016 and held it in 5 quarters.
WBI Investments's La-Z-Boy position peaked at $4.7M in Q2 2016.
206 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2019.

Based on WBI Investments's 13F filing for Q2 2019, filed 23 Jul 2019.