Opus Capital Group’s La-Z-Boy LZB Stock Holding History

Opus Capital Group’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 Q3	–	Sell	-141,279	Closed	-$4.59M	–	237
2017 Q2	$4.59M	Sell	141,279 -116,012	-45%	-$3.26M	0.9%	17
2017 Q1	$6.95M	Buy	257,291 +246,265	+2,233%	+$6.98M	0.92%	42
2016 Q4	$342K	Buy	+11,026	New	+$298K	0.05%	170

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

Norges Bank Oslo, Norway $935B AUM

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Opus Capital Group's LZB Position: Q3 2017 in Review

Opus Capital Group sold out of La-Z-Boy (LZB) in Q3 2017, closing a stake of 141,279 shares — an estimated $4.59M sold.

Opus Capital Group first reported a position in LZB in Q4 2016 and held it in 3 quarters. The position peaked at $6.95M in Q1 2017. 188 funds tracked by Wall St. Rank hold LZB as of Q3 2017.

Opus Capital Group reported no remaining La-Z-Boy position as of Q3 2017 after selling out during the quarter.
Opus Capital Group sold 141,279 La-Z-Boy shares in Q3 2017, an estimated $4.59M.
Opus Capital Group first reported a position in La-Z-Boy in Q4 2016 and held it in 3 quarters.
Opus Capital Group's La-Z-Boy position peaked at $6.95M in Q1 2017.
188 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2017.

Based on Opus Capital Group's 13F filing for Q3 2017, filed 7 Nov 2017.