CFFP
MLKN icon

Center for Financial Planning’s MillerKnoll MLKN Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-87
Closed -$3K – 550
2021
Q3 		$3K Buy
+87
New +$3.73K ﹤0.01% 437

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Center for Financial Planning's MLKN Position: Q4 2021 in Review

Center for Financial Planning sold out of MillerKnoll (MLKN) in Q4 2021, closing a stake of 87 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in MLKN in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 262 funds tracked by Wall St. Rank hold MLKN as of Q4 2021.

  • Center for Financial Planning reported no remaining MillerKnoll position as of Q4 2021 after selling out during the quarter.
  • Center for Financial Planning sold 87 MillerKnoll shares in Q4 2021, an estimated $3K.
  • Center for Financial Planning first reported a position in MillerKnoll in Q3 2021 and held it in 1 quarter.
  • Center for Financial Planning's MillerKnoll position peaked at $3K in Q3 2021.
  • 262 funds tracked by Wall St. Rank held MillerKnoll as of Q4 2021.

Based on Center for Financial Planning's 13F filing for Q4 2021, filed 8 Feb 2022.