Bailard’s HNI Corp HNI Stock Holding History

Bailard’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
2024 Q4	–	Sell	-6,200	Closed	-$334K	–	774
2024 Q3	$334K	Buy	6,200 +700	+13%	+$35.5K	0.01%	540
2024 Q2	$248K	Buy	+5,500	New	+$243K	0.01%	613

Other funds holding HNI

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Bailard's HNI Position: Q4 2024 in Review

Bailard sold out of HNI Corp (HNI) in Q4 2024, closing a stake of 6,200 shares — an estimated $334K sold.

Bailard first reported a position in HNI in Q2 2024 and held it in 2 quarters. The position peaked at $334K in Q3 2024. 227 funds tracked by Wall St. Rank hold HNI as of Q4 2024.

Bailard reported no remaining HNI Corp position as of Q4 2024 after selling out during the quarter.
Bailard sold 6,200 HNI Corp shares in Q4 2024, an estimated $334K.
Bailard first reported a position in HNI Corp in Q2 2024 and held it in 2 quarters.
Bailard's HNI Corp position peaked at $334K in Q3 2024.
227 funds tracked by Wall St. Rank held HNI Corp as of Q4 2024.

Based on Bailard's 13F filing for Q4 2024, filed 5 Feb 2025.