JWM
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Janiczek Wealth Management’s HNI Corp HNI Stock Holding History

Janiczek Wealth Management’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
2022
Q3 		– Sell
-383
Closed -$14K – 976
2022
Q2 		$14K Sell
383
-259
-40% -$9.41K ﹤0.01% 518
2022
Q1 		$24K Hold
642
– – 0.01% 421
2021
Q4 		$27K Hold
642
– – 0.01% 432
2021
Q3 		$24K Hold
642
– – 0.01% 421
2021
Q2 		$28K Hold
642
– – 0.01% 362
2021
Q1 		$25K Sell
642
-112
-15% -$4.11K 0.01% 357
2020
Q4 		$26K Buy
754
+549
+268% +$19.7K 0.01% 307
2020
Q3 		$6K Buy
+205
New +$6.31K ﹤0.01% 311

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Janiczek Wealth Management's HNI Position: Q3 2022 in Review

Janiczek Wealth Management sold out of HNI Corp (HNI) in Q3 2022, closing a stake of 383 shares — an estimated $14K sold.

Janiczek Wealth Management first reported a position in HNI in Q3 2020 and held it in 8 quarters. The position peaked at $28K in Q2 2021. 165 funds tracked by Wall St. Rank hold HNI as of Q3 2022.

  • Janiczek Wealth Management reported no remaining HNI Corp position as of Q3 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 383 HNI Corp shares in Q3 2022, an estimated $14K.
  • Janiczek Wealth Management first reported a position in HNI Corp in Q3 2020 and held it in 8 quarters.
  • Janiczek Wealth Management's HNI Corp position peaked at $28K in Q2 2021.
  • 165 funds tracked by Wall St. Rank held HNI Corp as of Q3 2022.

Based on Janiczek Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.