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Fortitude Family Office’s MillerKnoll MLKN Stock Holding History

Fortitude Family Office’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
Q4 		– Sell
-167
Closed -$4.13K – 1353
2024
Q3 		$4.13K Hold
167
– – ﹤0.01% 839
2024
Q2 		$4.42K Hold
167
– – ﹤0.01% 639
2024
Q1 		$4.13K Hold
167
– – ﹤0.01% 685
2023
Q4 		$4.46K Buy
+167
New +$4.26K ﹤0.01% 707

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Fortitude Family Office's MLKN Position: Q4 2024 in Review

Fortitude Family Office sold out of MillerKnoll (MLKN) in Q4 2024, closing a stake of 167 shares — an estimated $4.13K sold.

Fortitude Family Office first reported a position in MLKN in Q4 2023 and held it in 4 quarters. The position peaked at $4.46K in Q4 2023. 216 funds tracked by Wall St. Rank hold MLKN as of Q4 2024.

  • Fortitude Family Office reported no remaining MillerKnoll position as of Q4 2024 after selling out during the quarter.
  • Fortitude Family Office sold 167 MillerKnoll shares in Q4 2024, an estimated $4.13K.
  • Fortitude Family Office first reported a position in MillerKnoll in Q4 2023 and held it in 4 quarters.
  • Fortitude Family Office's MillerKnoll position peaked at $4.46K in Q4 2023.
  • 216 funds tracked by Wall St. Rank held MillerKnoll as of Q4 2024.

Based on Fortitude Family Office's 13F filing for Q4 2024, filed 10 Jan 2025.