LWM
SVU

Lenox Wealth Management’s SUPERVALU Inc. SVU Stock Holding History

Lenox Wealth 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
-117
Closed -$2K – 678
2018
Q2 		$2K Hold
117
– – ﹤0.01% 518
2018
Q1 		$1K Sell
117
-27,730
-100% -$441K ﹤0.01% 466
2017
Q4 		$601K Buy
27,847
+5,461
+24% +$99.7K 0.18% 101
2017
Q3 		$486K Buy
22,386
+2,039
+10% +$45.1K 0.17% 102
2017
Q2 		$469K Buy
+20,347
New +$542K 0.19% 92

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 $552B AUM 44.19% 1-Year Est. Return
Magnetar Financial
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $123B AUM 45.23% 1-Year Est. Return

Lenox Wealth Management's SVU Position: Q3 2018 in Review

Lenox Wealth Management sold out of SUPERVALU Inc. (SVU) in Q3 2018, closing a stake of 117 shares — an estimated $2K sold.

Lenox Wealth Management first reported a position in SVU in Q2 2017 and held it in 5 quarters. The position peaked at $601K in Q4 2017. 189 funds tracked by Wall St. Rank hold SVU as of Q3 2018.

  • Lenox Wealth Management reported no remaining SUPERVALU Inc. position as of Q3 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 117 SUPERVALU Inc. shares in Q3 2018, an estimated $2K.
  • Lenox Wealth Management first reported a position in SUPERVALU Inc. in Q2 2017 and held it in 5 quarters.
  • Lenox Wealth Management's SUPERVALU Inc. position peaked at $601K in Q4 2017.
  • 189 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q3 2018.

Based on Lenox Wealth Management's 13F filing for Q3 2018, filed 23 Oct 2018.