JIR
SVU

James Investment Research’s SUPERVALU Inc. SVU Stock Holding History

James Investment Research’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
-707
Closed -$29K – 555
2016
Q1 		$29K Sell
707
-60,654
-99% -$2.16M ﹤0.01% 374
2015
Q4 		$2.91M Sell
61,361
-14,627
-19% -$698K 0.07% 164
2015
Q3 		$3.82M Sell
75,988
-30,975
-29% -$1.78M 0.1% 148
2015
Q2 		$6.06M Sell
106,963
-14,951
-12% -$996K 0.14% 141
2015
Q1 		$9.93M Buy
121,914
+75,723
+164% +$5.43M 0.23% 119
2014
Q4 		$3.14M Buy
46,191
+19,225
+71% +$1.2M 0.09% 159
2014
Q3 		$1.69M Buy
+26,966
New +$1.73M 0.05% 190

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

James Investment Research's SVU Position: Q2 2016 in Review

James Investment Research sold out of SUPERVALU Inc. (SVU) in Q2 2016, closing a stake of 707 shares — an estimated $29K sold.

James Investment Research first reported a position in SVU in Q3 2014 and held it in 7 quarters. The position peaked at $9.93M in Q1 2015. 250 funds tracked by Wall St. Rank hold SVU as of Q2 2016.

  • James Investment Research reported no remaining SUPERVALU Inc. position as of Q2 2016 after selling out during the quarter.
  • James Investment Research sold 707 SUPERVALU Inc. shares in Q2 2016, an estimated $29K.
  • James Investment Research first reported a position in SUPERVALU Inc. in Q3 2014 and held it in 7 quarters.
  • James Investment Research's SUPERVALU Inc. position peaked at $9.93M in Q1 2015.
  • 250 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q2 2016.

Based on James Investment Research's 13F filing for Q2 2016, filed 15 Jul 2016.