Financial Gravity Asset Management’s MillerKnoll MLKN Stock Holding History

Financial Gravity Asset Management’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
2023 Q3	–	Sell	-15	Closed	-$16	–	1559
2023 Q2	$16	Buy	+15	New	+$240	﹤0.01%	1505
2023 Q1	–	Sell	-21	Closed	-$23	–	1446
2022 Q4	$23	Buy	+21	New	+$420	﹤0.01%	1308
2021 Q3	–	Hold	0	–	–	–	653
2021 Q2	–	Sell	-2	Closed	-$91	–	589
2021 Q1	$89	Buy	+2	New	+$77	﹤0.01%	517
2020 Q2	–	Sell	-4	Closed	-$90	–	540
2020 Q1	$90	Buy	+4	New	+$138	﹤0.01%	902

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DRZID

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Financial Gravity Asset Management's MLKN Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of MillerKnoll (MLKN) in Q3 2023, closing a stake of 15 shares — an estimated $16 sold.

Financial Gravity Asset Management first reported a position in MLKN in Q1 2020 and held it in 4 quarters. The position peaked at $90 in Q1 2020. 233 funds tracked by Wall St. Rank hold MLKN as of Q3 2023.

Financial Gravity Asset Management reported no remaining MillerKnoll position as of Q3 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 15 MillerKnoll shares in Q3 2023, an estimated $16.
Financial Gravity Asset Management first reported a position in MillerKnoll in Q1 2020 and held it in 4 quarters.
Financial Gravity Asset Management's MillerKnoll position peaked at $90 in Q1 2020.
233 funds tracked by Wall St. Rank held MillerKnoll as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.