La-Z-Boy 公司
US ˙ NYSE ˙ US5053361078

SecurityLZB / La-Z-Boy Incorporated
InstitutionState Street Corp
Latest Disclosed Ownership2,311,800 shares
Ownership 4.40%
State Street Corp ownership in LZB / La-Z-Boy Incorporated

2014-02-05 - State Street Corp has filed an SC 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 2,311,800 shares of La-Z-Boy Incorporated (US:LZB). This represents 4.4 percent ownership of the company.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2014-02-05 2014-02-05 13G 2,311,800 4.40
2013-02-12 2013-02-12 13G 3,243,430 6.20

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F LA Z BOY COM 505336107 1,627,841 -2,659 -0.16 52,319 -13.91 0.0018
2026-02-13 2025-12-31 13F LA Z BOY COM 505336107 1,630,500 3,957 0.24 60,769 8.86 0.0020
2025-11-14 2025-09-30 13F LA Z BOY COM 505336107 1,626,543 -29,845 -1.80 55,823 -9.33 0.0019
2025-08-14 2025-06-30 13F LA Z BOY COM 505336107 1,656,388 15,113 0.92 61,568 -4.04 0.0023
2025-05-15 2025-03-31 13F LA Z BOY COM 505336107 1,641,275 -78,124 -4.54 64,157 -14.36 0.0026
2025-02-14 2024-12-31 13F LA Z BOY COM 505336107 1,719,399 47,390 2.83 74,914 4.37 0.0030
2024-11-14 2024-09-30 13F LA Z BOY COM 505336107 1,672,009 6,925 0.42 71,779 15.63 0.0029
2024-08-14 2024-06-30 13F LA Z BOY COM 505336107 1,665,084 -19,052 -1.13 62,074 -2.03 0.0027
2024-05-15 2024-03-31 13F LA Z BOY COM 505336107 1,684,136 7,397 0.44 63,357 2.35 0.0028
2024-02-14 2023-12-31 13F LA Z BOY COM 505336107 1,676,739 12,249 0.74 61,905 20.44 0.0030
2023-11-14 2023-09-30 13F LA Z BOY COM 505336107 1,664,490 3,472 0.21 51,399 8.05 0.0029
2023-08-14 2023-06-30 13F LA Z BOY COM 505336107 1,661,018 18 0.00 47,572 -1.51 0.0025
2023-05-15 2023-03-31 13F LA Z BOY COM 505336107 1,661,000 -7,536 -0.45 48,302 26.86 0.0027
2023-05-15 2022-12-31 13F/A-99 LA Z BOY COM 505336107 1,668,536 47,279 2.92 38,076 4.05 0.0022
2023-05-15 2022-12-31 13F LA Z BOY COM 505336107 1,668,536 47,279 38,076 0.0022
2022-11-15 2022-09-30 13F LA Z BOY COM 505336107 1,621,257 1,359 0.08 36,592 -4.73 0.0023
2022-08-15 2022-06-30 13F LA Z BOY COM 505336107 1,619,898 17,999 1.12 38,408 -9.08 0.0023
2022-05-16 2022-03-31 13F LA Z BOY COM 505336107 1,601,899 46,302 2.98 42,242 -25.21 0.0021
2022-02-14 2021-12-31 13F LA Z BOY COM 505336107 1,555,597 87,946 5.99 56,484 19.41 0.0027
2021-11-15 2021-09-30 13F LA Z BOY COM 505336107 1,467,651 -17,627 -1.19 47,302 -14.02 0.0025
2021-08-16 2021-06-30 13F LA Z BOY COM 505336107 1,485,278 56,282 3.94 55,015 -9.37 0.0029
2021-07-09 2021-03-31 13F/A-1 LA Z BOY COM 505336107 1,428,996 14,315 1.01 60,704 7.71 0.0035
2021-05-17 2021-03-31 13F LA Z BOY COM 505336107 1,428,996 14,315 60,704 0.0035
2021-02-16 2020-12-31 13F LA Z BOY COM 505336107 1,414,681 -561 -0.04 56,361 25.91 0.0035
2020-11-10 2020-09-30 13F LA Z BOY COM 505336107 1,415,242 -31,724 -2.19 44,764 14.33 0.0031
2020-08-14 2020-06-30 13F LA Z BOY COM 505336107 1,446,966 -37,046 -2.50 39,155 28.39 0.0028
2020-06-19 2020-03-31 13F/A-1 LA Z BOY COM 505336107 1,484,012 87,306 6.25 30,496 -30.64 0.0027
2020-05-11 2020-03-31 13F LA Z BOY COM 505336107 1,484,012 87,306 30,496 2,678.1628
2020-02-06 2019-12-31 13F LA Z BOY COM 505336107 1,396,706 29,161 2.13 43,968 -4.28 0.0030
2019-11-14 2019-09-30 13F LA Z BOY COM 505336107 1,367,545 -26,523 -1.90 45,936 7.47 0.0034
2019-08-14 2019-06-30 13F LA Z BOY COM 505336107 1,394,068 5,993 0.43 42,742 -6.66 0.0032
2019-05-15 2019-03-31 13F LA Z BOY COM 505336107 1,388,075 -21,060 -1.49 45,793 17.28 0.0036
2019-02-12 2018-12-31 13F LA Z BOY COM 505336107 1,409,135 3,275 0.23 39,047 -12.11 0.0036
2018-11-09 2018-09-30 13F LA-Z-BOY Common equity shares 505336107 1,405,860 66,056 4.93 44,425 8.37 0.0034
2018-08-14 2018-06-30 13F LA-Z-BOY Common equity shares 505336107 1,339,804 29,744 2.27 40,995 4.47 0.0034
2018-05-15 2018-03-31 13F LA-Z-BOY Common equity shares 505336107 1,310,060 12,949 1.00 39,242 -3.04 0.0033
2018-02-14 2017-12-31 13F LA-Z-BOY Common equity shares 505336107 1,297,111 57,426 4.63 40,472 21.37 0.0033
2017-11-14 2017-09-30 13F LA-Z-BOY Common equity shares 505336107 1,239,685 -9,813 -0.79 33,347 -17.88 0.0029
2017-08-14 2017-06-30 13F LA-Z-BOY Common equity shares 505336107 1,249,498 35,483 2.92 40,609 23.88 0.0036
2017-05-15 2017-03-31 13F LA-Z-BOY Common equity shares 505336107 1,214,015 47,777 4.10 32,782 -9.48 0.0029
2017-02-09 2016-12-31 13F LA-Z-BOY Common equity shares 505336107 1,166,238 46,641 4.17 36,216 31.71 0.0034
2017-01-13 2016-09-30 13F/A-1 LA-Z-BOY Common equity shares 505336107 1,119,597 23,937 2.18 27,496 -9.79 0.0028
2016-11-14 2016-09-30 13F LA-Z-BOY Common equity shares 505336107 1,119,597 27,496
2016-08-12 2016-06-30 13F LA-Z-BOY Common equity shares 505336107 1,095,660 9,315 0.86 30,481 4.93 0.0033
2016-05-20 2016-03-31 13F/A-1 LA-Z-BOY Common equity shares 505336107 1,086,345 31,934 3.03 29,050 12.82 0.0031
2016-05-12 2016-03-31 13F LA-Z-BOY Common equity shares 505336107 1,086,345 29,050
2016-02-16 2015-12-31 13F LA-Z-BOY Common equity shares 505336107 1,054,411 31,494 3.08 25,750 -5.23 0.0028
2015-11-16 2015-09-30 13F LA-Z-BOY Common equity shares 505336107 1,022,917 -10,117 -0.98 27,170 -0.15 0.0032
2015-08-13 2015-06-30 13F LA-Z-BOY Common equity shares 505336107 1,033,034 -28,816 -2.71 27,211 -8.84 0.0029
2015-05-15 2015-03-31 13F LA-Z-BOY Common equity shares 505336107 1,061,850 4,711 0.45 29,851 5.20 0.0031
2015-02-11 2014-12-31 13F LA-Z-BOY Common equity shares 505336107 1,057,139 -14,861 -1.39 28,376 33.73 0.0028
2014-11-12 2014-09-30 13F/A-1 LA-Z-BOY Common equity shares 505336107 1,072,000 -1,530,459 -58.81 21,219 -64.81 0.0023
2014-11-10 2014-09-30 13F LA-Z-BOY Common equity shares 505336107 1,072,000 21,219
2014-08-12 2014-06-30 13F LA-Z-BOY Common equity shares 505336107 2,602,459 -455,060 -14.88 60,300 -27.22 0.0065
2014-05-15 2014-03-31 13F/A-1 LA-Z-BOY Common equity shares 505336107 3,057,519 745,719 32.26 82,856 15.61 0.0094
2014-05-13 2014-03-31 13F LA-Z-BOY Common equity shares 505336107 3,058,019 82,870
2014-02-06 2013-12-31 13F/A-1 LA-Z-BOY Common equity shares 505336107 2,311,800 -452,411 -16.37 71,667 14.16 0.0080
2014-02-06 2013-12-31 13F LA-Z-BOY Common equity shares 505336107 3,243,430 45,892
2013-11-12 2013-09-30 13F LA-Z-BOY Common equity shares 505336107 2,764,211 189,251 7.35 62,777 20.28 0.0077
2013-08-08 2013-06-30 13F LA-Z-BOY Common equity shares 505336107 2,574,960 2,574,960 52,192 0.0068
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.