Evoke Wealth’s MillerKnoll MLKN Stock Holding History

Evoke Wealth’s Portfolio MLKN Stock Details MLKN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-131	Closed	-$2K	–	831
2022 Q3	$2K	Buy	131 +1	+0.8%	+$27	﹤0.01%	1047
2022 Q2	$3K	Sell	130 -1	-0.8%	-$30	﹤0.01%	993
2022 Q1	$5K	Buy	131 +1	+0.8%	+$37	﹤0.01%	909
2021 Q4	$5K	Hold	130	–	–	﹤0.01%	899
2021 Q3	$4K	Buy	+130	New	+$5.58K	﹤0.01%	892

Other funds holding MLKN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evoke Wealth's MLKN Position: Q4 2022 in Review

Evoke Wealth sold out of MillerKnoll (MLKN) in Q4 2022, closing a stake of 131 shares — an estimated $2K sold.

Evoke Wealth first reported a position in MLKN in Q3 2021 and held it in 5 quarters. The position peaked at $5K in Q1 2022. 223 funds tracked by Wall St. Rank hold MLKN as of Q4 2022.

Evoke Wealth reported no remaining MillerKnoll position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 131 MillerKnoll shares in Q4 2022, an estimated $2K.
Evoke Wealth first reported a position in MillerKnoll in Q3 2021 and held it in 5 quarters.
Evoke Wealth's MillerKnoll position peaked at $5K in Q1 2022.
223 funds tracked by Wall St. Rank held MillerKnoll as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.