Cambridge Trust’s HNI Corp HNI Stock Holding History

Cambridge Trust’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 Q1	$22.6K	Hold	500	–	–	﹤0.01%	507
2023 Q4	$20.9K	Hold	500	–	–	﹤0.01%	505
2023 Q3	$17.3K	Hold	500	–	–	﹤0.01%	518
2023 Q2	$14.1K	Hold	500	–	–	﹤0.01%	564
2023 Q1	$13.9K	Hold	500	–	–	﹤0.01%	594
2022 Q4	$14K	Hold	500	–	–	﹤0.01%	600
2022 Q3	$13K	Hold	500	–	–	﹤0.01%	608
2022 Q2	$17K	Hold	500	–	–	﹤0.01%	626
2022 Q1	$19K	Hold	500	–	–	﹤0.01%	669
2021 Q4	$21K	Buy	+500	New	+$20K	﹤0.01%	673
2017 Q1	–	Sell	-3,735	Closed	-$209K	–	275
2016 Q4	$209K	Buy	+3,735	New	+$177K	0.01%	250
2015 Q3	–	Sell	-4,545	Closed	-$232K	–	225
2015 Q2	$232K	Hold	4,545	–	–	0.02%	199
2015 Q1	$251K	Sell	4,545 -250	-5%	-$12.8K	0.02%	194
2014 Q4	$245K	Buy	+4,795	New	+$216K	0.02%	193

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cambridge Trust's HNI Position: Q1 2024 in Review

Cambridge Trust held its HNI Corp (HNI) position steady in Q1 2024 at 500 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Cambridge Trust first reported a position in HNI in Q4 2014 and has held it in 14 quarters since. The position peaked at $251K in Q1 2015. 229 funds tracked by Wall St. Rank hold HNI as of Q1 2024.

Cambridge Trust held 500 shares of HNI Corp worth $22.6K as of Q1 2024.
Cambridge Trust left its HNI Corp share count unchanged in Q1 2024.
HNI Corp made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #507 holding.
Cambridge Trust first reported a position in HNI Corp in Q4 2014 and has held it in 14 quarters since.
Cambridge Trust's HNI Corp position peaked at $251K in Q1 2015.
229 funds tracked by Wall St. Rank held HNI Corp as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.