SFA
MLKN icon

Sequoia Financial Advisors’s MillerKnoll MLKN Stock Holding History

Sequoia Financial 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
2024
Q2 		– Sell
-8,585
Closed -$213K – 1267
2024
Q1 		$213K Sell
8,585
-9,584
-53% -$270K ﹤0.01% 1032
2023
Q4 		$485K Buy
+18,169
New +$464K 0.01% 747

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sequoia Financial Advisors's MLKN Position: Q2 2024 in Review

Sequoia Financial Advisors sold out of MillerKnoll (MLKN) in Q2 2024, closing a stake of 8,585 shares — an estimated $213K sold.

Sequoia Financial Advisors first reported a position in MLKN in Q4 2023 and held it in 2 quarters. The position peaked at $485K in Q4 2023. 242 funds tracked by Wall St. Rank hold MLKN as of Q2 2024.

  • Sequoia Financial Advisors reported no remaining MillerKnoll position as of Q2 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 8,585 MillerKnoll shares in Q2 2024, an estimated $213K.
  • Sequoia Financial Advisors first reported a position in MillerKnoll in Q4 2023 and held it in 2 quarters.
  • Sequoia Financial Advisors's MillerKnoll position peaked at $485K in Q4 2023.
  • 242 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2024.

Based on Sequoia Financial Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.