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Loring Wolcott & Coolidge Fiduciary Advisors’s HNI Corp HNI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2021
Q1 		– Sell
-222
Closed -$8K – 481
2020
Q4 		$8K Buy
+222
New +$7.98K ﹤0.01% 606

Other funds holding HNI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's HNI Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of HNI Corp (HNI) in Q1 2021, closing a stake of 222 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HNI in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 178 funds tracked by Wall St. Rank hold HNI as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining HNI Corp position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 222 HNI Corp shares in Q1 2021, an estimated $8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in HNI Corp in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's HNI Corp position peaked at $8K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held HNI Corp as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.