Pineridge Advisors’s Usana Health Sciences USNA Stock Holding History

Pineridge Advisors’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
2024 Q1	–	Sell	-20	Closed	-$1.07K	–	824
2023 Q4	$1.07K	Buy	+20	New	+$1.01K	﹤0.01%	688

Other funds holding USNA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pineridge Advisors's USNA Position: Q1 2024 in Review

Pineridge Advisors sold out of Usana Health Sciences (USNA) in Q1 2024, closing a stake of 20 shares — an estimated $1.07K sold.

Pineridge Advisors first reported a position in USNA in Q4 2023 and held it in 1 quarter. The position peaked at $1.07K in Q4 2023. 161 funds tracked by Wall St. Rank hold USNA as of Q1 2024.

Pineridge Advisors reported no remaining Usana Health Sciences position as of Q1 2024 after selling out during the quarter.
Pineridge Advisors sold 20 Usana Health Sciences shares in Q1 2024, an estimated $1.07K.
Pineridge Advisors first reported a position in Usana Health Sciences in Q4 2023 and held it in 1 quarter.
Pineridge Advisors's Usana Health Sciences position peaked at $1.07K in Q4 2023.
161 funds tracked by Wall St. Rank held Usana Health Sciences as of Q1 2024.

Based on Pineridge Advisors's 13F filing for Q1 2024, filed 16 May 2024.