JAM
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Jupiter Asset Management’s HNI Corp HNI Stock Holding History

Jupiter Asset 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
2025
Q4 		– Sell
-24,185
Closed -$1.13M – 440
2025
Q3 		$1.13M Sell
24,185
-10,934
-31% -$518K 0.01% 344
2025
Q2 		$1.73M Sell
35,119
-39
-0.1% -$1.77K 0.01% 341
2025
Q1 		$1.56M Hold
35,158
– – 0.01% 349
2024
Q4 		$1.77M Sell
35,158
-62,694
-64% -$3.36M 0.02% 321
2024
Q3 		$5.27M Sell
97,852
-4,640
-5% -$236K 0.05% 275
2024
Q2 		$4.61M Buy
102,492
+162
+0.2% +$7.15K 0.04% 276
2024
Q1 		$4.62M Buy
102,330
+66,387
+185% +$2.82M 0.04% 259
2023
Q4 		$1.5M Buy
+35,943
New +$1.37M 0.01% 357
2021
Q4 		– Sell
-37,817
Closed -$1.39M – 590
2021
Q3 		$1.39M Hold
37,817
– – 0.02% 380
2021
Q2 		$1.66M Buy
+37,817
New +$1.64M 0.02% 397

Other funds holding HNI

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return