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Concurrent Investment Advisors’s HNI Corp HNI Stock Holding History

Concurrent Investment 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
Q1 		– Sell
-8,477
Closed -$355K – 959
2023
Q4 		$355K Buy
+8,477
New +$323K 0.02% 598

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

Concurrent Investment Advisors's HNI Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of HNI Corp (HNI) in Q1 2024, closing a stake of 8,477 shares — an estimated $355K sold.

Concurrent Investment Advisors first reported a position in HNI in Q4 2023 and held it in 1 quarter. The position peaked at $355K in Q4 2023. 229 funds tracked by Wall St. Rank hold HNI as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining HNI Corp position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 8,477 HNI Corp shares in Q1 2024, an estimated $355K.
  • Concurrent Investment Advisors first reported a position in HNI Corp in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's HNI Corp position peaked at $355K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held HNI Corp as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.