SLF
USNA icon

Sun Life Financial’s Usana Health Sciences USNA Stock Holding History

Sun Life Financial’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
2019
Q4 		– Sell
-685
Closed -$47K – 576
2019
Q3 		$47K Buy
685
+4
+0.6% +$269 0.01% 296
2019
Q2 		$54K Hold
681
– – 0.01% 285
2019
Q1 		$57K Buy
+681
New +$71.1K 0.01% 341

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sun Life Financial's USNA Position: Q4 2019 in Review

Sun Life Financial sold out of Usana Health Sciences (USNA) in Q4 2019, closing a stake of 685 shares — an estimated $47K sold.

Sun Life Financial first reported a position in USNA in Q1 2019 and held it in 3 quarters. The position peaked at $57K in Q1 2019. 175 funds tracked by Wall St. Rank hold USNA as of Q4 2019.

  • Sun Life Financial reported no remaining Usana Health Sciences position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 685 Usana Health Sciences shares in Q4 2019, an estimated $47K.
  • Sun Life Financial first reported a position in Usana Health Sciences in Q1 2019 and held it in 3 quarters.
  • Sun Life Financial's Usana Health Sciences position peaked at $57K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held Usana Health Sciences as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.