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Personal Wealth Partners’s MillerKnoll MLKN Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-4
Closed – – 387
2019
Q4 		$0 Hold
4
– – ﹤0.01% 617
2019
Q3 		$0 Buy
+4
New +$176 ﹤0.01% 627

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CCMG
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal Wealth Partners's MLKN Position: Q1 2020 in Review

Personal Wealth Partners sold out of MillerKnoll (MLKN) in Q1 2020, closing a stake of 4 shares.

Personal Wealth Partners first reported a position in MLKN in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 260 funds tracked by Wall St. Rank hold MLKN as of Q1 2020.

  • Personal Wealth Partners reported no remaining MillerKnoll position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 4 MillerKnoll shares in Q1 2020.
  • Personal Wealth Partners first reported a position in MillerKnoll in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's MillerKnoll position peaked at $0 in Q4 2019.
  • 260 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.