Focus Partners Wealth
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Focus Partners Wealth’s MillerKnoll MLKN Stock Holding History

Focus Partners 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
2024
Q3 		– Sell
-42,466
Closed -$1.15M – 1664
2024
Q2 		$1.15M Buy
42,466
+21,144
+99% +$556K ﹤0.01% 777
2024
Q1 		$540K Buy
+21,322
New +$600K ﹤0.01% 713

Other funds holding MLKN

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Focus Partners Wealth's MLKN Position: Q3 2024 in Review

Focus Partners Wealth sold out of MillerKnoll (MLKN) in Q3 2024, closing a stake of 42,466 shares — an estimated $1.15M sold.

Focus Partners Wealth first reported a position in MLKN in Q1 2024 and held it in 2 quarters. The position peaked at $1.15M in Q2 2024. 229 funds tracked by Wall St. Rank hold MLKN as of Q3 2024.

  • Focus Partners Wealth reported no remaining MillerKnoll position as of Q3 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 42,466 MillerKnoll shares in Q3 2024, an estimated $1.15M.
  • Focus Partners Wealth first reported a position in MillerKnoll in Q1 2024 and held it in 2 quarters.
  • Focus Partners Wealth's MillerKnoll position peaked at $1.15M in Q2 2024.
  • 229 funds tracked by Wall St. Rank held MillerKnoll as of Q3 2024.

Based on Focus Partners Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.