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Mount Yale Investment Advisors’s MillerKnoll MLKN Stock Holding History

Mount Yale Investment Advisors’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
-6,548
Closed -$247K – 483
2021
Q3 		$247K Buy
6,548
+1,314
+25% +$56.4K 0.03% 398
2021
Q2 		$247K Buy
+5,234
New +$237K 0.03% 368

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

Mount Yale Investment Advisors's MLKN Position: Q4 2021 in Review

Mount Yale Investment Advisors sold out of MillerKnoll (MLKN) in Q4 2021, closing a stake of 6,548 shares — an estimated $247K sold.

Mount Yale Investment Advisors first reported a position in MLKN in Q2 2021 and held it in 2 quarters. The position peaked at $247K in Q3 2021. 262 funds tracked by Wall St. Rank hold MLKN as of Q4 2021.

  • Mount Yale Investment Advisors reported no remaining MillerKnoll position as of Q4 2021 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6,548 MillerKnoll shares in Q4 2021, an estimated $247K.
  • Mount Yale Investment Advisors first reported a position in MillerKnoll in Q2 2021 and held it in 2 quarters.
  • Mount Yale Investment Advisors's MillerKnoll position peaked at $247K in Q3 2021.
  • 262 funds tracked by Wall St. Rank held MillerKnoll as of Q4 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.