DI
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Disciplined Investments’s HNI Corp HNI Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-1
Closed -$28 – 732
2023
Q2 		$28 Buy
+1
New +$27 ﹤0.01% 1684
2023
Q1 		– Sell
-2
Closed -$57 – 1693
2022
Q4 		$57 Hold
2
– – ﹤0.01% 1578
2022
Q3 		$0 Buy
+2
New +$66 ﹤0.01% 1382
2022
Q2 		– Sell
-2
Closed – – 1417
2022
Q1 		$0 Buy
+2
New +$81 ﹤0.01% 1456

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Disciplined Investments's HNI Position: Q3 2023 in Review

Disciplined Investments sold out of HNI Corp (HNI) in Q3 2023, closing a stake of 1 share — an estimated $28 sold.

Disciplined Investments first reported a position in HNI in Q1 2022 and held it in 4 quarters. The position peaked at $57 in Q4 2022. 188 funds tracked by Wall St. Rank hold HNI as of Q3 2023.

  • Disciplined Investments reported no remaining HNI Corp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 1 HNI Corp share in Q3 2023, an estimated $28.
  • Disciplined Investments first reported a position in HNI Corp in Q1 2022 and held it in 4 quarters.
  • Disciplined Investments's HNI Corp position peaked at $57 in Q4 2022.
  • 188 funds tracked by Wall St. Rank held HNI Corp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.