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Ellevest Inc’s HNI Corp HNI Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-12
Closed -$334 – 906
2023
Q1 		$334 Buy
+12
New +$356 ﹤0.01% 1718
2022
Q3 		– Sell
-11
Closed – – 1704
2022
Q2 		$0 Hold
11
– – ﹤0.01% 1509
2022
Q1 		$0 Buy
+11
New +$444 ﹤0.01% 1503
2020
Q4 		– Sell
-36
Closed -$1K – 1259
2020
Q3 		$1K Buy
+36
New +$1.11K ﹤0.01% 1015

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ellevest Inc's HNI Position: Q2 2023 in Review

Ellevest Inc sold out of HNI Corp (HNI) in Q2 2023, closing a stake of 12 shares — an estimated $334 sold.

Ellevest Inc first reported a position in HNI in Q3 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 172 funds tracked by Wall St. Rank hold HNI as of Q2 2023.

  • Ellevest Inc reported no remaining HNI Corp position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 12 HNI Corp shares in Q2 2023, an estimated $334.
  • Ellevest Inc first reported a position in HNI Corp in Q3 2020 and held it in 4 quarters.
  • Ellevest Inc's HNI Corp position peaked at $1K in Q3 2020.
  • 172 funds tracked by Wall St. Rank held HNI Corp as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.