Sheets Smith Wealth Management’s Knoll, Inc. KNL Stock Holding History

Sheets Smith Wealth Management’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 Q1	–	Sell	-26,445	Closed	-$663K	–	346
2019 Q4	$663K	Buy	+26,445	New	+$699K	0.13%	167
2015 Q4	–	Sell	-36,857	Closed	-$810K	–	246
2015 Q3	$810K	Sell	36,857 -738	-2%	-$17.7K	0.27%	98
2015 Q2	$941K	Buy	+37,595	New	+$887K	0.26%	116

Other funds holding KNL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sheets Smith Wealth Management's KNL Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Knoll, Inc. (KNL) in Q1 2020, closing a stake of 26,445 shares — an estimated $663K sold.

Sheets Smith Wealth Management first reported a position in KNL in Q2 2015 and held it in 3 quarters. The position peaked at $941K in Q2 2015. 158 funds tracked by Wall St. Rank hold KNL as of Q1 2020.

Sheets Smith Wealth Management reported no remaining Knoll, Inc. position as of Q1 2020 after selling out during the quarter.
Sheets Smith Wealth Management sold 26,445 Knoll, Inc. shares in Q1 2020, an estimated $663K.
Sheets Smith Wealth Management first reported a position in Knoll, Inc. in Q2 2015 and held it in 3 quarters.
Sheets Smith Wealth Management's Knoll, Inc. position peaked at $941K in Q2 2015.
158 funds tracked by Wall St. Rank held Knoll, Inc. as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.