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Apollon Wealth Management’s MillerKnoll MLKN Stock Holding History

Apollon Wealth Management’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
2024
Q3 		– Sell
-8,427
Closed -$223K – 1161
2024
Q2 		$223K Sell
8,427
-4,919
-37% -$129K 0.01% 977
2024
Q1 		$330K Sell
13,346
-4,447
-25% -$125K 0.01% 833
2023
Q4 		$475K Buy
+17,793
New +$454K 0.02% 673

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Apollon Wealth Management's MLKN Position: Q3 2024 in Review

Apollon Wealth Management sold out of MillerKnoll (MLKN) in Q3 2024, closing a stake of 8,427 shares — an estimated $223K sold.

Apollon Wealth Management first reported a position in MLKN in Q4 2023 and held it in 3 quarters. The position peaked at $475K in Q4 2023. 229 funds tracked by Wall St. Rank hold MLKN as of Q3 2024.

  • Apollon Wealth Management reported no remaining MillerKnoll position as of Q3 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 8,427 MillerKnoll shares in Q3 2024, an estimated $223K.
  • Apollon Wealth Management first reported a position in MillerKnoll in Q4 2023 and held it in 3 quarters.
  • Apollon Wealth Management's MillerKnoll position peaked at $475K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held MillerKnoll as of Q3 2024.

Based on Apollon Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.