BSW Wealth Partners’s MillerKnoll MLKN Stock Holding History

BSW 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
2019 Q4	–	Sell	-2,151	Closed	-$99K	–	146
2019 Q3	$99K	Buy	2,151 +66	+3%	+$2.9K	0.04%	110
2019 Q2	$93K	Buy	+2,085	New	+$78.9K	0.04%	109

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BSW Wealth Partners's MLKN Position: Q4 2019 in Review

BSW Wealth Partners sold out of MillerKnoll (MLKN) in Q4 2019, closing a stake of 2,151 shares — an estimated $99K sold.

BSW Wealth Partners first reported a position in MLKN in Q2 2019 and held it in 2 quarters. The position peaked at $99K in Q3 2019. 308 funds tracked by Wall St. Rank hold MLKN as of Q4 2019.

BSW Wealth Partners reported no remaining MillerKnoll position as of Q4 2019 after selling out during the quarter.
BSW Wealth Partners sold 2,151 MillerKnoll shares in Q4 2019, an estimated $99K.
BSW Wealth Partners first reported a position in MillerKnoll in Q2 2019 and held it in 2 quarters.
BSW Wealth Partners's MillerKnoll position peaked at $99K in Q3 2019.
308 funds tracked by Wall St. Rank held MillerKnoll as of Q4 2019.

Based on BSW Wealth Partners's 13F filing for Q4 2019, filed 18 Feb 2020.