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Capital Performance Advisors’s MillerKnoll MLKN Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-21
Closed -$520 – 1671
2024
Q3 		$520 Buy
+21
New +$583 ﹤0.01% 2232

Other funds holding MLKN

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Capital Performance Advisors sold out of MillerKnoll (MLKN) in Q4 2024, closing a stake of 21 shares — an estimated $520 sold.

Capital Performance Advisors first reported a position in MLKN in Q3 2024 and held it in 1 quarter. The position peaked at $520 in Q3 2024. 216 funds tracked by Wall St. Rank hold MLKN as of Q4 2024.

  • Capital Performance Advisors reported no remaining MillerKnoll position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 21 MillerKnoll shares in Q4 2024, an estimated $520.
  • Capital Performance Advisors first reported a position in MillerKnoll in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's MillerKnoll position peaked at $520 in Q3 2024.
  • 216 funds tracked by Wall St. Rank held MillerKnoll as of Q4 2024.

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