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Meritage Portfolio Management’s HNI Corp HNI Stock Holding History

Meritage Portfolio 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
2021
Q4 		– Sell
-6,066
Closed -$223K – 342
2021
Q3 		$223K Buy
+6,066
New +$235K 0.01% 291

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
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
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

Meritage Portfolio Management's HNI Position: Q4 2021 in Review

Meritage Portfolio Management sold out of HNI Corp (HNI) in Q4 2021, closing a stake of 6,066 shares — an estimated $223K sold.

Meritage Portfolio Management first reported a position in HNI in Q3 2021 and held it in 1 quarter. The position peaked at $223K in Q3 2021. 169 funds tracked by Wall St. Rank hold HNI as of Q4 2021.

  • Meritage Portfolio Management reported no remaining HNI Corp position as of Q4 2021 after selling out during the quarter.
  • Meritage Portfolio Management sold 6,066 HNI Corp shares in Q4 2021, an estimated $223K.
  • Meritage Portfolio Management first reported a position in HNI Corp in Q3 2021 and held it in 1 quarter.
  • Meritage Portfolio Management's HNI Corp position peaked at $223K in Q3 2021.
  • 169 funds tracked by Wall St. Rank held HNI Corp as of Q4 2021.

Based on Meritage Portfolio Management's 13F filing for Q4 2021, filed 28 Jan 2022.