Convergence Investment Partners’s La-Z-Boy LZB Stock Holding History

Convergence Investment Partners’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
2017 Q1	–	Sell	-48,168	Closed	-$1.5M	–	360
2016 Q4	$1.5M	Buy	48,168 +22,702	+89%	+$615K	0.21%	200
2016 Q3	$625K	Buy	+25,466	New	+$717K	0.09%	269
2014 Q4	–	Sell	-35,853	Closed	-$710K	–	401
2014 Q3	$710K	Buy	+35,853	New	+$778K	0.1%	283
2014 Q2	–	Sell	-45,475	Closed	-$1.23M	–	398
2014 Q1	$1.23M	Buy	45,475 +19,385	+74%	+$530K	0.19%	167
2013 Q4	$809K	Buy	+26,090	New	+$675K	0.13%	195

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Convergence Investment Partners's LZB Position: Q1 2017 in Review

Convergence Investment Partners sold out of La-Z-Boy (LZB) in Q1 2017, closing a stake of 48,168 shares — an estimated $1.5M sold.

Convergence Investment Partners first reported a position in LZB in Q4 2013 and held it in 5 quarters. The position peaked at $1.5M in Q4 2016. 197 funds tracked by Wall St. Rank hold LZB as of Q1 2017.

Convergence Investment Partners reported no remaining La-Z-Boy position as of Q1 2017 after selling out during the quarter.
Convergence Investment Partners sold 48,168 La-Z-Boy shares in Q1 2017, an estimated $1.5M.
Convergence Investment Partners first reported a position in La-Z-Boy in Q4 2013 and held it in 5 quarters.
Convergence Investment Partners's La-Z-Boy position peaked at $1.5M in Q4 2016.
197 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2017.

Based on Convergence Investment Partners's 13F filing for Q1 2017, filed 15 May 2017.