Atlas Private Wealth Advisors’s MillerKnoll MLKN Stock Holding History

Atlas Private Wealth Advisors’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 Q3	–	Sell	-63,342	Closed	-$936K	–	187
2023 Q2	$936K	Buy	63,342 +31,671	+100%	+$506K	0.19%	78
2023 Q1	$648K	Hold	31,671	–	–	0.3%	64
2022 Q4	$665K	Sell	31,671 -11,197	-26%	-$224K	0.35%	62
2022 Q3	$669K	Buy	42,868 +23,624	+123%	+$649K	0.4%	60
2022 Q2	$506K	Buy	19,244 +79	+0.4%	+$2.39K	0.3%	81
2022 Q1	$662K	Buy	19,165 +3,328	+21%	+$123K	0.29%	75
2021 Q4	$621K	Hold	15,837	–	–	0.29%	81
2021 Q3	$596K	Sell	15,837 -40	-0.3%	-$1.72K	0.31%	79
2021 Q2	$748K	Buy	15,877 +386	+2%	+$17.5K	0.4%	56
2021 Q1	$637K	Hold	15,491	–	–	0.36%	64
2020 Q4	$524K	Buy	+15,491	New	+$539K	0.35%	65

Other funds holding MLKN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atlas Private Wealth Advisors's MLKN Position: Q3 2023 in Review

Atlas Private Wealth Advisors sold out of MillerKnoll (MLKN) in Q3 2023, closing a stake of 63,342 shares — an estimated $936K sold.

Atlas Private Wealth Advisors first reported a position in MLKN in Q4 2020 and held it in 11 quarters. The position peaked at $936K in Q2 2023. 233 funds tracked by Wall St. Rank hold MLKN as of Q3 2023.

Atlas Private Wealth Advisors reported no remaining MillerKnoll position as of Q3 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 63,342 MillerKnoll shares in Q3 2023, an estimated $936K.
Atlas Private Wealth Advisors first reported a position in MillerKnoll in Q4 2020 and held it in 11 quarters.
Atlas Private Wealth Advisors's MillerKnoll position peaked at $936K in Q2 2023.
233 funds tracked by Wall St. Rank held MillerKnoll as of Q3 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2023, filed 11 Oct 2023.