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Harvest Group Wealth Management’s MillerKnoll MLKN Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-40
Closed -$1K – 789
2019
Q4 		$1K Hold
40
– – ﹤0.01% 807
2019
Q3 		$2K Hold
40
– – ﹤0.01% 724
2019
Q2 		$1K Hold
40
– – ﹤0.01% 756
2019
Q1 		$1K Buy
+40
New +$1.4K ﹤0.01% 800

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

Harvest Group Wealth Management's MLKN Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of MillerKnoll (MLKN) in Q1 2020, closing a stake of 40 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in MLKN in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 260 funds tracked by Wall St. Rank hold MLKN as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining MillerKnoll position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 40 MillerKnoll shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in MillerKnoll in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's MillerKnoll position peaked at $2K in Q3 2019.
  • 260 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.