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Berman Capital Advisors’s HNI Corp HNI Stock Holding History

Berman 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
2021
Q3 		$1K Sell
27
-48
-64% -$1.86K ﹤0.01% 1878
2021
Q2 		$3K Buy
75
+49
+188% +$2.12K ﹤0.01% 1491
2021
Q1 		$1K Hold
26
– – ﹤0.01% 1643
2020
Q4 		$0 Hold
26
– – ﹤0.01% 1742
2020
Q3 		$0 Hold
26
– – ﹤0.01% 1672
2020
Q2 		$0 Hold
26
– – ﹤0.01% 1693
2020
Q1 		$0 Buy
+26
New +$864 ﹤0.01% 1545
2019
Q2 		– Sell
-54
Closed -$1K – 1514
2019
Q1 		$1K Hold
54
– – ﹤0.01% 1210
2018
Q4 		$1K Buy
+54
New +$2.05K ﹤0.01% 1000

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's HNI Position: Q3 2021 in Review

Berman Capital Advisors reduced its HNI Corp (HNI) stake by 64% in Q3 2021, selling an estimated $1.86K and leaving 27 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

Berman Capital Advisors first reported a position in HNI in Q4 2018 and has held it in 9 quarters since. The position peaked at $3K in Q2 2021. 167 funds tracked by Wall St. Rank hold HNI as of Q3 2021.

  • Berman Capital Advisors held 27 shares of HNI Corp worth $1K as of Q3 2021.
  • Berman Capital Advisors sold 48 HNI Corp shares in Q3 2021, an estimated $1.86K.
  • HNI Corp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1878 holding.
  • Berman Capital Advisors first reported a position in HNI Corp in Q4 2018 and has held it in 9 quarters since.
  • Berman Capital Advisors's HNI Corp position peaked at $3K in Q2 2021.
  • 167 funds tracked by Wall St. Rank held HNI Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.