CPA
HNI icon

Capital Performance Advisors’s HNI Corp HNI Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-9
Closed -$485 – 1254
2024
Q3 		$485 Buy
+9
New +$457 ﹤0.01% 2271

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's HNI Position: Q4 2024 in Review

Capital Performance Advisors sold out of HNI Corp (HNI) in Q4 2024, closing a stake of 9 shares — an estimated $485 sold.

Capital Performance Advisors first reported a position in HNI in Q3 2024 and held it in 1 quarter. The position peaked at $485 in Q3 2024. 227 funds tracked by Wall St. Rank hold HNI as of Q4 2024.

  • Capital Performance Advisors reported no remaining HNI Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 9 HNI Corp shares in Q4 2024, an estimated $485.
  • Capital Performance Advisors first reported a position in HNI Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's HNI Corp position peaked at $485 in Q3 2024.
  • 227 funds tracked by Wall St. Rank held HNI Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.