ZIM
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Zacks Investment Management’s Usana Health Sciences USNA Stock Holding History

Zacks Investment Management’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
2014
Q2 		– Sell
-6,032
Closed -$227K – 758
2014
Q1 		$227K Buy
+6,032
New +$211K 0.01% 610
2013
Q4 		– Sell
-10,916
Closed -$474K – 750
2013
Q3 		$474K Sell
10,916
-538
-5% -$21.6K 0.02% 353
2013
Q2 		$415K Buy
+11,454
New +$348K 0.02% 377

Other funds holding USNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Zacks Investment Management's USNA Position: Q2 2014 in Review

Zacks Investment Management sold out of Usana Health Sciences (USNA) in Q2 2014, closing a stake of 6,032 shares — an estimated $227K sold.

Zacks Investment Management first reported a position in USNA in Q2 2013 and held it in 3 quarters. The position peaked at $474K in Q3 2013. 123 funds tracked by Wall St. Rank hold USNA as of Q2 2014.

  • Zacks Investment Management reported no remaining Usana Health Sciences position as of Q2 2014 after selling out during the quarter.
  • Zacks Investment Management sold 6,032 Usana Health Sciences shares in Q2 2014, an estimated $227K.
  • Zacks Investment Management first reported a position in Usana Health Sciences in Q2 2013 and held it in 3 quarters.
  • Zacks Investment Management's Usana Health Sciences position peaked at $474K in Q3 2013.
  • 123 funds tracked by Wall St. Rank held Usana Health Sciences as of Q2 2014.

Based on Zacks Investment Management's 13F filing for Q2 2014, filed 12 Aug 2014.