WCP
SVU

Welch Capital Partners’s SUPERVALU Inc. SVU Stock Holding History

Welch Capital Partners’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
2013
Q3 		– Sell
-29,863
Closed -$1.3M – 59
2013
Q2 		$1.3M Buy
+29,863
New +$1.26M 0.45% 34

Other funds holding SVU

JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
LOAMU
Lombard Odier Asset Management (USA) New York $957M AUM 35.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Welch Capital Partners's SVU Position: Q3 2013 in Review

Welch Capital Partners sold out of SUPERVALU Inc. (SVU) in Q3 2013, closing a stake of 29,863 shares — an estimated $1.3M sold.

Welch Capital Partners first reported a position in SVU in Q2 2013 and held it in 1 quarter. The position peaked at $1.3M in Q2 2013. 224 funds tracked by Wall St. Rank hold SVU as of Q3 2013.

  • Welch Capital Partners reported no remaining SUPERVALU Inc. position as of Q3 2013 after selling out during the quarter.
  • Welch Capital Partners sold 29,863 SUPERVALU Inc. shares in Q3 2013, an estimated $1.3M.
  • Welch Capital Partners first reported a position in SUPERVALU Inc. in Q2 2013 and held it in 1 quarter.
  • Welch Capital Partners's SUPERVALU Inc. position peaked at $1.3M in Q2 2013.
  • 224 funds tracked by Wall St. Rank held SUPERVALU Inc. as of Q3 2013.

Based on Welch Capital Partners's 13F filing for Q3 2013, filed 12 Nov 2013.