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B. Riley Financial’s Usana Health Sciences USNA Stock Holding History

B. Riley Financial’s Portfolio USNA Stock Details USNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,842
Closed -$359K – 334
2017
Q4 		$359K Sell
4,842
-29,905
-86% -$2M 0.09% 209
2017
Q3 		$2M Buy
34,747
+4,747
+16% +$280K 0.55% 49
2017
Q2 		$1.92M Buy
+30,000
New +$1.85M 0.52% 46

Other funds holding USNA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

B. Riley Financial's USNA Position: Q1 2018 in Review

B. Riley Financial sold out of Usana Health Sciences (USNA) in Q1 2018, closing a stake of 4,842 shares — an estimated $359K sold.

B. Riley Financial first reported a position in USNA in Q2 2017 and held it in 3 quarters. The position peaked at $2M in Q3 2017. 168 funds tracked by Wall St. Rank hold USNA as of Q1 2018.

  • B. Riley Financial reported no remaining Usana Health Sciences position as of Q1 2018 after selling out during the quarter.
  • B. Riley Financial sold 4,842 Usana Health Sciences shares in Q1 2018, an estimated $359K.
  • B. Riley Financial first reported a position in Usana Health Sciences in Q2 2017 and held it in 3 quarters.
  • B. Riley Financial's Usana Health Sciences position peaked at $2M in Q3 2017.
  • 168 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2018.

Based on B. Riley Financial's 13F filing for Q1 2018, filed 4 May 2018.