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Wilbanks Smith & Thomas Asset Management’s La-Z-Boy LZB Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-60
Closed -$2K – 908
2018
Q3 		$2K Buy
+60
New +$1.91K ﹤0.01% 1418

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's LZB Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of La-Z-Boy (LZB) in Q4 2018, closing a stake of 60 shares — an estimated $2K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in LZB in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 201 funds tracked by Wall St. Rank hold LZB as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining La-Z-Boy position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 60 La-Z-Boy shares in Q4 2018, an estimated $2K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in La-Z-Boy in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's La-Z-Boy position peaked at $2K in Q3 2018.
  • 201 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.