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Ergoteles’s HNI Corp HNI Stock Holding History

Ergoteles’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
2022
Q4 		– Sell
-29,230
Closed -$775K – 1638
2022
Q3 		$775K Buy
29,230
+18,830
+181% +$625K 0.03% 588
2022
Q2 		$361K Sell
10,400
-10,500
-50% -$381K 0.01% 1007
2022
Q1 		$774K Buy
20,900
+15,455
+284% +$624K 0.03% 515
2021
Q4 		$229K Buy
+5,445
New +$218K 0.01% 965
2021
Q3 		– Sell
-6,700
Closed -$295K – 1410
2021
Q2 		$295K Buy
+6,700
New +$290K 0.01% 1075

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Ergoteles's HNI Position: Q4 2022 in Review

Ergoteles sold out of HNI Corp (HNI) in Q4 2022, closing a stake of 29,230 shares — an estimated $775K sold.

Ergoteles first reported a position in HNI in Q2 2021 and held it in 5 quarters. The position peaked at $775K in Q3 2022. 171 funds tracked by Wall St. Rank hold HNI as of Q4 2022.

  • Ergoteles reported no remaining HNI Corp position as of Q4 2022 after selling out during the quarter.
  • Ergoteles sold 29,230 HNI Corp shares in Q4 2022, an estimated $775K.
  • Ergoteles first reported a position in HNI Corp in Q2 2021 and held it in 5 quarters.
  • Ergoteles's HNI Corp position peaked at $775K in Q3 2022.
  • 171 funds tracked by Wall St. Rank held HNI Corp as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.