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EGM
Espalier Global Management’s
Usana Health Sciences
USNA
Stock Holding History
Espalier Global Management’s Portfolio
USNA Stock Details
USNA Fund Activity
Bought
Maintained
Sold
Put Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2013
Q4
–
Sell
-195,200
Closed
-$8.47M
–
119
2013
Q3
$8.47M
Sell
195,200
-10,000
-5%
-$401K
0.9%
43
2013
Q2
$7.43M
Buy
+205,200
New
+$6.24M
0.52%
50
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54.33%
1-Year Est. Return
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54.88%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
Schroder Investment Management Group
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$141B AUM
34.18%
1-Year Est. Return
Dimensional Fund Advisors
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$552B AUM
44.19%
1-Year Est. Return
LSV Asset Management
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$55.1B AUM
45.38%
1-Year Est. Return
BIT
BlackRock Institutional Trust
San Francisco, California
$675B AUM
16.07%
1-Year Est. Return
Bank of New York Mellon
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$609B AUM
40.19%
1-Year Est. Return
BFA
BlackRock Fund Advisors
San Francisco, California
$542B AUM
18.13%
1-Year Est. Return
JP Morgan Chase
New York
$1.81T AUM
41.13%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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