Burt Wealth Advisors’s MillerKnoll MLKN Stock Holding History

Burt 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
2020 Q3	–	Sell	-57	Closed	-$1K	–	425
2020 Q2	$1K	Hold	57	–	–	﹤0.01%	383
2020 Q1	$1K	Buy	+57	New	+$1.97K	﹤0.01%	379
2016 Q4	–	Sell	-200	Closed	-$5K	–	419
2016 Q3	$5K	Sell	200 -100	-33%	-$3.3K	0.01%	315
2016 Q2	$8K	Hold	300	–	–	0.01%	286
2016 Q1	$9K	Hold	300	–	–	0.01%	334
2015 Q4	$8K	Hold	300	–	–	0.01%	309
2015 Q3	$8K	Hold	300	–	–	0.01%	273
2015 Q2	$9K	Buy	+300	New	+$8.54K	0.01%	277

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VVP

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

Norges Bank Oslo, Norway $935B AUM

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

Burt Wealth Advisors's MLKN Position: Q3 2020 in Review

Burt Wealth Advisors sold out of MillerKnoll (MLKN) in Q3 2020, closing a stake of 57 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in MLKN in Q2 2015 and held it in 8 quarters. The position peaked at $9K in Q1 2016. 249 funds tracked by Wall St. Rank hold MLKN as of Q3 2020.

Burt Wealth Advisors reported no remaining MillerKnoll position as of Q3 2020 after selling out during the quarter.
Burt Wealth Advisors sold 57 MillerKnoll shares in Q3 2020, an estimated $1K.
Burt Wealth Advisors first reported a position in MillerKnoll in Q2 2015 and held it in 8 quarters.
Burt Wealth Advisors's MillerKnoll position peaked at $9K in Q1 2016.
249 funds tracked by Wall St. Rank held MillerKnoll as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.