EHC
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Everett Harris & Co’s HNI Corp HNI Stock Holding History

Everett Harris & Co’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
Q3 		– Sell
-15,000
Closed -$675K – 275
2024
Q2 		$675K Hold
15,000
– – 0.01% 158
2024
Q1 		$677K Sell
15,000
-9,000
-38% -$382K 0.01% 165
2023
Q4 		$1M Sell
24,000
-16,700
-41% -$636K 0.01% 133
2023
Q3 		$1.41M Sell
40,700
-17,300
-30% -$533K 0.02% 111
2023
Q2 		$1.63M Hold
58,000
– – 0.02% 109
2023
Q1 		$1.61M Buy
+58,000
New +$1.72M 0.03% 107

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Everett Harris & Co's HNI Position: Q3 2024 in Review

Everett Harris & Co sold out of HNI Corp (HNI) in Q3 2024, closing a stake of 15,000 shares — an estimated $675K sold.

Everett Harris & Co first reported a position in HNI in Q1 2023 and held it in 6 quarters. The position peaked at $1.63M in Q2 2023. 240 funds tracked by Wall St. Rank hold HNI as of Q3 2024.

  • Everett Harris & Co reported no remaining HNI Corp position as of Q3 2024 after selling out during the quarter.
  • Everett Harris & Co sold 15,000 HNI Corp shares in Q3 2024, an estimated $675K.
  • Everett Harris & Co first reported a position in HNI Corp in Q1 2023 and held it in 6 quarters.
  • Everett Harris & Co's HNI Corp position peaked at $1.63M in Q2 2023.
  • 240 funds tracked by Wall St. Rank held HNI Corp as of Q3 2024.

Based on Everett Harris & Co's 13F filing for Q3 2024, filed 18 Oct 2024.