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Oberweis Asset Management’s HNI Corp HNI Stock Holding History

Oberweis Asset 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
2024
Q2 		– Sell
-83,400
Closed -$3.76M – 206
2024
Q1 		$3.76M Sell
83,400
-71,400
-46% -$3.03M 0.27% 143
2023
Q4 		$6.48M Sell
154,800
-14,900
-9% -$567K 0.6% 57
2023
Q3 		$5.88M Buy
+169,700
New +$5.23M 0.62% 45

Other funds holding HNI

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Oberweis Asset Management's HNI Position: Q2 2024 in Review

Oberweis Asset Management sold out of HNI Corp (HNI) in Q2 2024, closing a stake of 83,400 shares — an estimated $3.76M sold.

Oberweis Asset Management first reported a position in HNI in Q3 2023 and held it in 3 quarters. The position peaked at $6.48M in Q4 2023. 218 funds tracked by Wall St. Rank hold HNI as of Q2 2024.

  • Oberweis Asset Management reported no remaining HNI Corp position as of Q2 2024 after selling out during the quarter.
  • Oberweis Asset Management sold 83,400 HNI Corp shares in Q2 2024, an estimated $3.76M.
  • Oberweis Asset Management first reported a position in HNI Corp in Q3 2023 and held it in 3 quarters.
  • Oberweis Asset Management's HNI Corp position peaked at $6.48M in Q4 2023.
  • 218 funds tracked by Wall St. Rank held HNI Corp as of Q2 2024.

Based on Oberweis Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.