PMFA
KNL

Plante Moran Financial Advisors’s Knoll, Inc. KNL Stock Holding History

Plante Moran Financial Advisors’s Portfolio KNL Stock Details KNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,000
Closed -$21K – 895
2020
Q1 		$21K Hold
2,000
– – 0.01% 383
2019
Q4 		$51K Buy
+2,000
New +$52.8K 0.02% 324

Other funds holding KNL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Plante Moran Financial Advisors's KNL Position: Q2 2020 in Review

Plante Moran Financial Advisors sold out of Knoll, Inc. (KNL) in Q2 2020, closing a stake of 2,000 shares — an estimated $21K sold.

Plante Moran Financial Advisors first reported a position in KNL in Q4 2019 and held it in 2 quarters. The position peaked at $51K in Q4 2019. 142 funds tracked by Wall St. Rank hold KNL as of Q2 2020.

  • Plante Moran Financial Advisors reported no remaining Knoll, Inc. position as of Q2 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,000 Knoll, Inc. shares in Q2 2020, an estimated $21K.
  • Plante Moran Financial Advisors first reported a position in Knoll, Inc. in Q4 2019 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Knoll, Inc. position peaked at $51K in Q4 2019.
  • 142 funds tracked by Wall St. Rank held Knoll, Inc. as of Q2 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.