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Baldwin Wealth Partners’s MillerKnoll MLKN Stock Holding History

Baldwin Wealth Partners’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
2022
Q4 		– Sell
-109
Closed -$2K – 804
2022
Q3 		$2K Hold
109
– – ﹤0.01% 619
2022
Q2 		$3K Hold
109
– – ﹤0.01% 635
2022
Q1 		$4K Buy
109
+9
+9% +$332 ﹤0.01% 616
2021
Q4 		$4K Hold
100
– – ﹤0.01% 575
2021
Q3 		$4K Hold
100
– – ﹤0.01% 591
2021
Q2 		$5K Hold
100
– – ﹤0.01% 585
2021
Q1 		$4K Hold
100
– – ﹤0.01% 572
2020
Q4 		$3K Hold
100
– – ﹤0.01% 517
2020
Q3 		$3K Hold
100
– – ﹤0.01% 495
2020
Q2 		$2K Hold
100
– – ﹤0.01% 507
2020
Q1 		$2K Hold
100
– – ﹤0.01% 515
2019
Q4 		$4K Buy
+100
New +$4.63K ﹤0.01% 492

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baldwin Wealth Partners's MLKN Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of MillerKnoll (MLKN) in Q4 2022, closing a stake of 109 shares — an estimated $2K sold.

Baldwin Wealth Partners first reported a position in MLKN in Q4 2019 and held it in 12 quarters. The position peaked at $5K in Q2 2021. 223 funds tracked by Wall St. Rank hold MLKN as of Q4 2022.

  • Baldwin Wealth Partners reported no remaining MillerKnoll position as of Q4 2022 after selling out during the quarter.
  • Baldwin Wealth Partners sold 109 MillerKnoll shares in Q4 2022, an estimated $2K.
  • Baldwin Wealth Partners first reported a position in MillerKnoll in Q4 2019 and held it in 12 quarters.
  • Baldwin Wealth Partners's MillerKnoll position peaked at $5K in Q2 2021.
  • 223 funds tracked by Wall St. Rank held MillerKnoll as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.