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Money Concepts Capital’s MillerKnoll MLKN Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-610
Closed -$12.8K – 1939
2022
Q4 		$12.8K Buy
+610
New +$12.2K ﹤0.01% 1895

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Money Concepts Capital's MLKN Position: Q1 2023 in Review

Money Concepts Capital sold out of MillerKnoll (MLKN) in Q1 2023, closing a stake of 610 shares — an estimated $12.8K sold.

Money Concepts Capital first reported a position in MLKN in Q4 2022 and held it in 1 quarter. The position peaked at $12.8K in Q4 2022. 217 funds tracked by Wall St. Rank hold MLKN as of Q1 2023.

  • Money Concepts Capital reported no remaining MillerKnoll position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 610 MillerKnoll shares in Q1 2023, an estimated $12.8K.
  • Money Concepts Capital first reported a position in MillerKnoll in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's MillerKnoll position peaked at $12.8K in Q4 2022.
  • 217 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.