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Liberty Wealth Management’s MillerKnoll MLKN Stock Holding History

Liberty 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
2021
Q4 		– Sell
-7
Closed – – 737
2021
Q3 		$0 Hold
7
– – ﹤0.01% 1211
2021
Q2 		$0 Buy
+7
New +$317 ﹤0.01% 1133
2021
Q1 		– Sell
-7
Closed – – 1003
2020
Q4 		$0 Buy
+7
New +$244 ﹤0.01% 1030

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Liberty Wealth Management's MLKN Position: Q4 2021 in Review

Liberty Wealth Management sold out of MillerKnoll (MLKN) in Q4 2021, closing a stake of 7 shares.

Liberty Wealth Management first reported a position in MLKN in Q4 2020 and held it in 3 quarters. The position peaked at $0 in Q3 2021. 262 funds tracked by Wall St. Rank hold MLKN as of Q4 2021.

  • Liberty Wealth Management reported no remaining MillerKnoll position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 7 MillerKnoll shares in Q4 2021.
  • Liberty Wealth Management first reported a position in MillerKnoll in Q4 2020 and held it in 3 quarters.
  • Liberty Wealth Management's MillerKnoll position peaked at $0 in Q3 2021.
  • 262 funds tracked by Wall St. Rank held MillerKnoll as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.