OC
SVU

Oakworth Capital’s SUPERVALU Inc. SVU Stock Holding History

Oakworth Capital’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
2014
Q4 		– Sell
-16
Closed -$1K – 577
2014
Q3 		$1K Hold
16
– – ﹤0.01% 440
2014
Q2 		$1K Hold
16
– – ﹤0.01% 440
2014
Q1 		$1K Hold
16
– – ﹤0.01% 437
2013
Q4 		$1K Buy
+16
New +$789 ﹤0.01% 425

Other funds holding SVU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
NTC
North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oakworth Capital's SVU Position: Q4 2014 in Review

Oakworth Capital sold out of SUPERVALU Inc. (SVU) in Q4 2014, closing a stake of 16 shares — an estimated $1K sold.

Oakworth Capital first reported a position in SVU in Q4 2013 and held it in 4 quarters. The position peaked at $1K in Q3 2014. 225 funds tracked by Wall St. Rank hold SVU as of Q4 2014.

  • Oakworth Capital reported no remaining SUPERVALU Inc. position as of Q4 2014 after selling out during the quarter.
  • Oakworth Capital sold 16 SUPERVALU Inc. shares in Q4 2014, an estimated $1K.
  • Oakworth Capital first reported a position in SUPERVALU Inc. in Q4 2013 and held it in 4 quarters.
  • Oakworth Capital's SUPERVALU Inc. position peaked at $1K in Q3 2014.
  • 225 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q4 2014.

Based on Oakworth Capital's 13F filing for Q4 2014, filed 24 Feb 2015.