FIM
SVU

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

Freedom 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
2016
Q2 		– Sell
-18,030
Closed -$727K – 926
2016
Q1 		$727K Buy
18,030
+6,712
+59% +$239K 0.05% 290
2015
Q4 		$537K Buy
11,318
+8,329
+279% +$397K 0.04% 385
2015
Q3 		$1.94M Buy
+2,989
New +$172K 0.2% 63

Other funds holding SVU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NTC
North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedom Investment Management's SVU Position: Q2 2016 in Review

Freedom Investment Management sold out of SUPERVALU Inc. (SVU) in Q2 2016, closing a stake of 18,030 shares — an estimated $727K sold.

Freedom Investment Management first reported a position in SVU in Q3 2015 and held it in 3 quarters. The position peaked at $1.94M in Q3 2015. 250 funds tracked by Wall St. Rank hold SVU as of Q2 2016.

  • Freedom Investment Management reported no remaining SUPERVALU Inc. position as of Q2 2016 after selling out during the quarter.
  • Freedom Investment Management sold 18,030 SUPERVALU Inc. shares in Q2 2016, an estimated $727K.
  • Freedom Investment Management first reported a position in SUPERVALU Inc. in Q3 2015 and held it in 3 quarters.
  • Freedom Investment Management's SUPERVALU Inc. position peaked at $1.94M in Q3 2015.
  • 250 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q2 2016.

Based on Freedom Investment Management's 13F filing for Q2 2016, filed 14 Jul 2016.