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GW Henssler & Associates’s HNI Corp HNI Stock Holding History

GW Henssler & Associates’s Portfolio HNI Stock Details HNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,397
Closed -$291K – 185
2023
Q3 		$291K Buy
+8,397
New +$259K 0.02% 126
2022
Q2 		– Sell
-9,734
Closed -$361K – 236
2022
Q1 		$361K Buy
9,734
+46
+0.5% +$1.86K 0.02% 171
2021
Q4 		$407K Buy
+9,688
New +$388K 0.03% 156
2021
Q3 		– Sell
-9,934
Closed -$437K – 157
2021
Q2 		$437K Buy
+9,934
New +$431K 0.03% 147

Other funds holding HNI

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

GW Henssler & Associates's HNI Position: Q4 2023 in Review

GW Henssler & Associates sold out of HNI Corp (HNI) in Q4 2023, closing a stake of 8,397 shares — an estimated $291K sold.

GW Henssler & Associates first reported a position in HNI in Q2 2021 and held it in 4 quarters. The position peaked at $437K in Q2 2021. 212 funds tracked by Wall St. Rank hold HNI as of Q4 2023.

  • GW Henssler & Associates reported no remaining HNI Corp position as of Q4 2023 after selling out during the quarter.
  • GW Henssler & Associates sold 8,397 HNI Corp shares in Q4 2023, an estimated $291K.
  • GW Henssler & Associates first reported a position in HNI Corp in Q2 2021 and held it in 4 quarters.
  • GW Henssler & Associates's HNI Corp position peaked at $437K in Q2 2021.
  • 212 funds tracked by Wall St. Rank held HNI Corp as of Q4 2023.

Based on GW Henssler & Associates's 13F filing for Q4 2023, filed 26 Jan 2024.