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Carlson Capital Management’s HNI Corp HNI Stock Holding History

Carlson Capital Management’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 		– Sell
-5,439
Closed -$228K – 142
2023
Q4 		$228K Buy
+5,439
New +$207K 0.01% 186

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carlson Capital Management's HNI Position: Q1 2024 in Review

Carlson Capital Management sold out of HNI Corp (HNI) in Q1 2024, closing a stake of 5,439 shares — an estimated $228K sold.

Carlson Capital Management first reported a position in HNI in Q4 2023 and held it in 1 quarter. The position peaked at $228K in Q4 2023. 229 funds tracked by Wall St. Rank hold HNI as of Q1 2024.

  • Carlson Capital Management reported no remaining HNI Corp position as of Q1 2024 after selling out during the quarter.
  • Carlson Capital Management sold 5,439 HNI Corp shares in Q1 2024, an estimated $228K.
  • Carlson Capital Management first reported a position in HNI Corp in Q4 2023 and held it in 1 quarter.
  • Carlson Capital Management's HNI Corp position peaked at $228K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held HNI Corp as of Q1 2024.

Based on Carlson Capital Management's 13F filing for Q1 2024, filed 12 Apr 2024.