Merriman Wealth Management’s HNI Corp HNI Stock Holding History

Merriman 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
2021 Q1	–	Sell	-150,100	Closed	-$5.17M	–	200
2020 Q4	$5.17M	Buy	+150,100	New	+$5.39M	0.56%	43
2020 Q2	–	Sell	-150,100	Closed	-$3.78M	–	169
2020 Q1	$3.78M	Buy	150,100 +50,100	+50%	+$1.66M	0.82%	22
2019 Q4	$3.75M	Hold	100,000	–	–	0.72%	40
2019 Q3	$3.55M	Hold	100,000	–	–	0.72%	43
2019 Q2	$34.9K	Hold	100,000	–	–	0.67%	45
2019 Q1	$3.63M	Hold	100,000	–	–	0.69%	44
2018 Q4	$3.71M	Hold	100,000	–	–	0.8%	21
2018 Q3	$4.42M	Hold	100,000	–	–	0.94%	27
2018 Q2	$3.72M	Hold	100,000	–	–	0.85%	29
2018 Q1	$3.61M	Hold	100,000	–	–	0.95%	24
2017 Q4	$3.86M	Sell	100,000 -1,300	-1%	-$47.6K	0.94%	27
2017 Q3	$4.2M	Buy	101,300 +1,300	+1%	+$48.9K	1%	28
2017 Q2	$3.99M	Hold	100,000	–	–	1.11%	31
2017 Q1	$4.61M	Hold	100,000	–	–	1.12%	29
2016 Q4	$5.59M	Buy	+100,000	New	+$4.74M	1.53%	20

Other funds holding HNI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Merriman Wealth Management's HNI Position: Q1 2021 in Review

Merriman Wealth Management sold out of HNI Corp (HNI) in Q1 2021, closing a stake of 150,100 shares — an estimated $5.17M sold.

Merriman Wealth Management first reported a position in HNI in Q4 2016 and held it in 15 quarters. The position peaked at $5.59M in Q4 2016. 178 funds tracked by Wall St. Rank hold HNI as of Q1 2021.

Merriman Wealth Management reported no remaining HNI Corp position as of Q1 2021 after selling out during the quarter.
Merriman Wealth Management sold 150,100 HNI Corp shares in Q1 2021, an estimated $5.17M.
Merriman Wealth Management first reported a position in HNI Corp in Q4 2016 and held it in 15 quarters.
Merriman Wealth Management's HNI Corp position peaked at $5.59M in Q4 2016.
178 funds tracked by Wall St. Rank held HNI Corp as of Q1 2021.

Based on Merriman Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.