Next Financial Group’s MillerKnoll MLKN Stock Holding History

Next Financial Group’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	$2K	Hold	49	–	–	﹤0.01%	2625
2021 Q3	$2K	Hold	49	–	–	﹤0.01%	2500
2021 Q2	$2K	Sell	49 -23	-32%	-$1.04K	﹤0.01%	2425
2021 Q1	$3K	Hold	72	–	–	﹤0.01%	2238
2020 Q4	$2K	Hold	72	–	–	﹤0.01%	2196
2020 Q3	$2K	Buy	+72	New	+$1.78K	﹤0.01%	2031
2020 Q2	–	Sell	-42	Closed	-$1K	–	1373
2020 Q1	$1K	Sell	42 -82	-66%	-$2.83K	﹤0.01%	2024
2019 Q4	$5K	Buy	+124	New	+$5.74K	﹤0.01%	1971
2015 Q1	–	Sell	-1,000	Closed	-$29K	–	1914
2014 Q4	$29K	Buy	+1,000	New	+$30.4K	0.01%	847

Other funds holding MLKN

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

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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Next Financial Group's MLKN Position: Q4 2021 in Review

Next Financial Group held its MillerKnoll (MLKN) position steady in Q4 2021 at 49 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2625.

Next Financial Group first reported a position in MLKN in Q4 2014 and has held it in 9 quarters since. The position peaked at $29K in Q4 2014. 262 funds tracked by Wall St. Rank hold MLKN as of Q4 2021.

Next Financial Group held 49 shares of MillerKnoll worth $2K as of Q4 2021.
Next Financial Group left its MillerKnoll share count unchanged in Q4 2021.
MillerKnoll made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2625 holding.
Next Financial Group first reported a position in MillerKnoll in Q4 2014 and has held it in 9 quarters since.
Next Financial Group's MillerKnoll position peaked at $29K in Q4 2014.
262 funds tracked by Wall St. Rank held MillerKnoll as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.