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Advisory Research’s MillerKnoll MLKN Stock Holding History

Advisory Research’s Portfolio MLKN Stock Details MLKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-28,773
Closed -$704K – 424
2023
Q3 		$704K Buy
+28,773
New +$538K 0.1% 234
2020
Q1 		– Sell
-32,285
Closed -$1.34M – 328
2019
Q4 		$1.34M Buy
32,285
+4,276
+15% +$198K 0.06% 148
2019
Q3 		$1.29M Buy
+28,009
New +$1.23M 0.06% 160

Other funds holding MLKN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Advisory Research's MLKN Position: Q4 2023 in Review

Advisory Research sold out of MillerKnoll (MLKN) in Q4 2023, closing a stake of 28,773 shares — an estimated $704K sold.

Advisory Research first reported a position in MLKN in Q3 2019 and held it in 3 quarters. The position peaked at $1.34M in Q4 2019. 245 funds tracked by Wall St. Rank hold MLKN as of Q4 2023.

  • Advisory Research reported no remaining MillerKnoll position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 28,773 MillerKnoll shares in Q4 2023, an estimated $704K.
  • Advisory Research first reported a position in MillerKnoll in Q3 2019 and held it in 3 quarters.
  • Advisory Research's MillerKnoll position peaked at $1.34M in Q4 2019.
  • 245 funds tracked by Wall St. Rank held MillerKnoll as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.