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Annis Gardner Whiting Capital Advisors’s HNI Corp HNI Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio HNI Stock Details HNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20
Closed -$1.01K – 784
2024
Q4 		$1.01K Buy
+20
New +$1.07K ﹤0.01% 714

Other funds holding HNI

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's HNI Position: Q1 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of HNI Corp (HNI) in Q1 2025, closing a stake of 20 shares — an estimated $1.01K sold.

Annis Gardner Whiting Capital Advisors first reported a position in HNI in Q4 2024 and held it in 1 quarter. The position peaked at $1.01K in Q4 2024. 250 funds tracked by Wall St. Rank hold HNI as of Q1 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining HNI Corp position as of Q1 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 20 HNI Corp shares in Q1 2025, an estimated $1.01K.
  • Annis Gardner Whiting Capital Advisors first reported a position in HNI Corp in Q4 2024 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's HNI Corp position peaked at $1.01K in Q4 2024.
  • 250 funds tracked by Wall St. Rank held HNI Corp as of Q1 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2025, filed 9 May 2025.