IAG Wealth Partners’s MillerKnoll MLKN Stock Holding History

IAG Wealth Partners’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 Q3	–	Sell	-21	Closed	-$1K	–	409
2020 Q2	$1K	Hold	21	–	–	﹤0.01%	400
2020 Q1	$1K	Hold	21	–	–	﹤0.01%	395
2019 Q4	$1K	Buy	+21	New	+$972	﹤0.01%	417

Other funds holding MLKN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IAG Wealth Partners's MLKN Position: Q3 2020 in Review

IAG Wealth Partners sold out of MillerKnoll (MLKN) in Q3 2020, closing a stake of 21 shares — an estimated $1K sold.

IAG Wealth Partners first reported a position in MLKN in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 249 funds tracked by Wall St. Rank hold MLKN as of Q3 2020.

IAG Wealth Partners reported no remaining MillerKnoll position as of Q3 2020 after selling out during the quarter.
IAG Wealth Partners sold 21 MillerKnoll shares in Q3 2020, an estimated $1K.
IAG Wealth Partners first reported a position in MillerKnoll in Q4 2019 and held it in 3 quarters.
IAG Wealth Partners's MillerKnoll position peaked at $1K in Q2 2020.
249 funds tracked by Wall St. Rank held MillerKnoll as of Q3 2020.

Based on IAG Wealth Partners's 13F filing for Q3 2020, filed 11 Feb 2021.