O'Shaughnessy Asset Management’s HNI Corp HNI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.29M | Sell |
38,568
-4,513
| -10% | -$200K | 0.01% | 1072 |
|
|
2025
Q4 | $1.81M | Sell |
43,081
-15,087
| -26% | -$637K | 0.01% | 886 |
|
|
2025
Q3 | $2.73M | Buy |
58,168
+3,360
| +6% | +$159K | 0.02% | 695 |
|
|
2025
Q2 | $2.7M | Buy |
54,808
+13,581
| +33% | +$615K | 0.02% | 667 |
|
|
2025
Q1 | $1.83M | Buy |
41,227
+6,385
| +18% | +$302K | 0.01% | 721 |
|
|
2024
Q4 | $1.75M | Buy |
34,842
+26,840
| +335% | +$1.44M | 0.01% | 703 |
|
|
2024
Q3 | $429K | Buy |
8,002
+2,351
| +42% | +$119K | ﹤0.01% | 1297 |
|
|
2024
Q2 | $254K | Sell |
5,651
-51
| -0.9% | -$2.25K | ﹤0.01% | 1442 |
|
|
2024
Q1 | $257K | Buy |
5,702
+608
| +12% | +$25.8K | ﹤0.01% | 1393 |
|
|
2023
Q4 | $213K | Buy |
+5,094
| New | +$194K | ﹤0.01% | 1387 |
|
|
2022
Q2 | – | Sell |
-5,897
| Closed | -$218K | – | 1301 |
|
|
2022
Q1 | $218K | Sell |
5,897
-5,764
| -49% | -$233K | ﹤0.01% | 1042 |
|
|
2021
Q4 | $490K | Sell |
11,661
-15,952
| -58% | -$639K | 0.01% | 696 |
|
|
2021
Q3 | $1.01M | Sell |
27,613
-7,166
| -21% | -$277K | 0.02% | 468 |
|
|
2021
Q2 | $1.53M | Sell |
34,779
-7,197
| -17% | -$312K | 0.03% | 385 |
|
|
2021
Q1 | $1.66M | Sell |
41,976
-339
| -0.8% | -$12.4K | 0.04% | 300 |
|
|
2020
Q4 | $1.46M | Buy |
42,315
+6,331
| +18% | +$228K | 0.04% | 268 |
|
|
2020
Q3 | $1.13M | Sell |
35,984
-6,876
| -16% | -$212K | 0.03% | 274 |
|
|
2020
Q2 | $1.31M | Sell |
42,860
-12,087
| -22% | -$308K | 0.04% | 220 |
|
|
2020
Q1 | $1.38M | Buy |
54,947
+52,103
| +1,832% | +$1.73M | 0.05% | 173 |
|
|
2019
Q4 | $107K | Buy |
2,844
+283
| +11% | +$10.8K | ﹤0.01% | 778 |
|
|
2019
Q3 | $91K | Buy |
+2,561
| New | +$84.9K | ﹤0.01% | 652 |
|
|
2017
Q3 | – | Sell |
-6
| Closed | – | – | 939 |
|
|
2017
Q2 | $0 | Sell |
6
-956
| -99% | -$41.7K | ﹤0.01% | 918 |
|
|
2017
Q1 | $44K | Sell |
962
-417
| -30% | -$20.1K | ﹤0.01% | 701 |
|
|
2016
Q4 | $77K | Buy |
1,379
+1,376
| +45,867% | +$65.2K | ﹤0.01% | 668 |
|
|
2016
Q3 | $0 | Buy |
+3
| New | +$152 | ﹤0.01% | 921 |
|
|
2016
Q1 | – | Sell |
-2,490
| Closed | -$90K | – | 971 |
|
|
2015
Q4 | $90K | Sell |
2,490
-12,869
| -84% | -$545K | ﹤0.01% | 571 |
|
|
2015
Q3 | $659K | Sell |
15,359
-2,151
| -12% | -$103K | 0.01% | 347 |
|
|
2015
Q2 | $896K | Sell |
17,510
-3,236
| -16% | -$167K | 0.02% | 312 |
|
|
2015
Q1 | $1.14M | Buy |
20,746
+4,856
| +31% | +$249K | 0.02% | 289 |
|
|
2014
Q4 | $807K | Buy |
+15,890
| New | +$717K | 0.02% | 344 |
|
Other funds holding HNI
VPM
VCM
