AIM
SVU

Assured Investment Management’s SUPERVALU Inc. SVU Stock Holding History

Assured Investment Management’s Portfolio SVU Stock Details SVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,689
Closed -$35K – 1385
2018
Q2 		$35K Sell
1,689
-8,739
-84% -$154K ﹤0.01% 1124
2018
Q1 		$159K Buy
+10,428
New +$166K ﹤0.01% 1013
2017
Q2 		– Sell
-465,714
Closed -$12.6M – 738
2017
Q1 		$12.6M Buy
465,714
+180,000
+63% +$4.92M 0.25% 87
2016
Q4 		$9.34M Buy
+285,714
New +$9.48M 0.17% 91
2015
Q4 		– Sell
-20,424
Closed -$1.03M – 770
2015
Q3 		$1.03M Buy
+20,424
New +$1.17M 0.02% 220

Other funds holding SVU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Assured Investment Management's SVU Position: Q3 2018 in Review

Assured Investment Management sold out of SUPERVALU Inc. (SVU) in Q3 2018, closing a stake of 1,689 shares — an estimated $35K sold.

Assured Investment Management first reported a position in SVU in Q3 2015 and held it in 5 quarters. The position peaked at $12.6M in Q1 2017. 189 funds tracked by Wall St. Rank hold SVU as of Q3 2018.

  • Assured Investment Management reported no remaining SUPERVALU Inc. position as of Q3 2018 after selling out during the quarter.
  • Assured Investment Management sold 1,689 SUPERVALU Inc. shares in Q3 2018, an estimated $35K.
  • Assured Investment Management first reported a position in SUPERVALU Inc. in Q3 2015 and held it in 5 quarters.
  • Assured Investment Management's SUPERVALU Inc. position peaked at $12.6M in Q1 2017.
  • 189 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q3 2018.

Based on Assured Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.