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Capital Asset Advisory Services’s MillerKnoll MLKN Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-200
Closed -$7K – 1167
2020
Q4 		$7K Buy
+200
New +$6.96K ﹤0.01% 1182

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LSV Asset Management
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Capital Asset Advisory Services's MLKN Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of MillerKnoll (MLKN) in Q1 2021, closing a stake of 200 shares — an estimated $7K sold.

Capital Asset Advisory Services first reported a position in MLKN in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 255 funds tracked by Wall St. Rank hold MLKN as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining MillerKnoll position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 200 MillerKnoll shares in Q1 2021, an estimated $7K.
  • Capital Asset Advisory Services first reported a position in MillerKnoll in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's MillerKnoll position peaked at $7K in Q4 2020.
  • 255 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.