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Realta Investment Advisors’s MillerKnoll MLKN Stock Holding History

Realta Investment Advisors’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
-100
Closed -$5K – 961
2019
Q4 		$5K Sell
100
-100
-50% -$4.63K ﹤0.01% 1341
2019
Q3 		$10K Buy
+200
New +$8.79K ﹤0.01% 1104

Other funds holding MLKN

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Realta Investment Advisors's MLKN Position: Q1 2020 in Review

Realta Investment Advisors sold out of MillerKnoll (MLKN) in Q1 2020, closing a stake of 100 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in MLKN in Q3 2019 and held it in 2 quarters. The position peaked at $10K in Q3 2019. 260 funds tracked by Wall St. Rank hold MLKN as of Q1 2020.

  • Realta Investment Advisors reported no remaining MillerKnoll position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 100 MillerKnoll shares in Q1 2020, an estimated $5K.
  • Realta Investment Advisors first reported a position in MillerKnoll in Q3 2019 and held it in 2 quarters.
  • Realta Investment Advisors's MillerKnoll position peaked at $10K in Q3 2019.
  • 260 funds tracked by Wall St. Rank held MillerKnoll as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.