NWQ Investment Management Company’s HNI Corp HNI Stock Holding History

NWQ Investment Management Company’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
2020 Q3	–	Sell	-111,089	Closed	-$3.4K	–	160
2020 Q2	$3.4K	Sell	111,089 -107,125	-49%	-$2.73M	0.11%	120
2020 Q1	$5.5M	Sell	218,214 -129,049	-37%	-$4.29M	0.22%	115
2019 Q4	$13M	Sell	347,263 -97,826	-22%	-$3.74M	0.32%	104
2019 Q3	$15.8M	Sell	445,089 -160,691	-27%	-$5.33M	0.38%	98
2019 Q2	$21.4M	Sell	605,780 -9,160	-1%	-$329K	0.48%	86
2019 Q1	$22.3M	Buy	614,940 +191,806	+45%	+$7.38M	0.49%	93
2018 Q4	$15M	Buy	423,134 +3,090	+0.7%	+$117K	0.35%	102
2018 Q3	$16.1M	Buy	420,044 +150,449	+56%	+$6.35M	0.32%	108
2018 Q2	$10M	Buy	+269,595	New	+$9.85M	0.18%	125

Other funds holding HNI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

NWQ Investment Management Company's HNI Position: Q3 2020 in Review

NWQ Investment Management Company sold out of HNI Corp (HNI) in Q3 2020, closing a stake of 111,089 shares — an estimated $3.4K sold.

NWQ Investment Management Company first reported a position in HNI in Q2 2018 and held it in 9 quarters. The position peaked at $22.3M in Q1 2019. 158 funds tracked by Wall St. Rank hold HNI as of Q3 2020.

NWQ Investment Management Company reported no remaining HNI Corp position as of Q3 2020 after selling out during the quarter.
NWQ Investment Management Company sold 111,089 HNI Corp shares in Q3 2020, an estimated $3.4K.
NWQ Investment Management Company first reported a position in HNI Corp in Q2 2018 and held it in 9 quarters.
NWQ Investment Management Company's HNI Corp position peaked at $22.3M in Q1 2019.
158 funds tracked by Wall St. Rank held HNI Corp as of Q3 2020.

Based on NWQ Investment Management Company's 13F filing for Q3 2020, filed 16 Nov 2020.