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Fortis Advisors’s MillerKnoll MLKN Stock Holding History

Fortis Advisors’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
2020
Q1 		– Sell
-4,220
Closed -$176K – 359
2019
Q4 		$176K Hold
4,220
– – 0.11% 138
2019
Q3 		$194K Buy
+4,220
New +$186K 0.09% 132

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortis Advisors's MLKN Position: Q1 2020 in Review

Fortis Advisors sold out of MillerKnoll (MLKN) in Q1 2020, closing a stake of 4,220 shares — an estimated $176K sold.

Fortis Advisors first reported a position in MLKN in Q3 2019 and held it in 2 quarters. The position peaked at $194K in Q3 2019. 260 funds tracked by Wall St. Rank hold MLKN as of Q1 2020.

  • Fortis Advisors reported no remaining MillerKnoll position as of Q1 2020 after selling out during the quarter.
  • Fortis Advisors sold 4,220 MillerKnoll shares in Q1 2020, an estimated $176K.
  • Fortis Advisors first reported a position in MillerKnoll in Q3 2019 and held it in 2 quarters.
  • Fortis Advisors's MillerKnoll position peaked at $194K in Q3 2019.
  • 260 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.