OPS
USNA icon

Orion Portfolio Solutions’s Usana Health Sciences USNA Stock Holding History

Orion Portfolio Solutions’s Portfolio USNA Stock Details USNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-84
Closed -$6K – 1965
2020
Q2 		$6K Buy
+84
New +$6.59K ﹤0.01% 1419
2020
Q1 		– Sell
-6
Closed – – 2326
2019
Q4 		$0 Buy
+6
New +$442 ﹤0.01% 1957

Other funds holding USNA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Orion Portfolio Solutions's USNA Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Usana Health Sciences (USNA) in Q3 2020, closing a stake of 84 shares — an estimated $6K sold.

Orion Portfolio Solutions first reported a position in USNA in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q2 2020. 192 funds tracked by Wall St. Rank hold USNA as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Usana Health Sciences position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 84 Usana Health Sciences shares in Q3 2020, an estimated $6K.
  • Orion Portfolio Solutions first reported a position in Usana Health Sciences in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Usana Health Sciences position peaked at $6K in Q2 2020.
  • 192 funds tracked by Wall St. Rank held Usana Health Sciences as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.