Silphium Asset Management’s MillerKnoll MLKN Stock Holding History

Silphium Asset Management’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
2021 Q4	–	Sell	-40,500	Closed	-$1.53M	–	74
2021 Q3	$1.53M	Sell	40,500 -3,500	-8%	-$150K	0.6%	45
2021 Q2	$2.07M	Buy	44,000 +6,500	+17%	+$294K	0.79%	37
2021 Q1	$1.54M	Sell	37,500 -12,500	-25%	-$478K	0.69%	44
2020 Q4	$1.69M	Sell	50,000 -45,000	-47%	-$1.57M	1.7%	19
2020 Q3	$2.87M	Buy	+95,000	New	+$2.35M	6.84%	8

Other funds holding MLKN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Silphium Asset Management's MLKN Position: Q4 2021 in Review

Silphium Asset Management sold out of MillerKnoll (MLKN) in Q4 2021, closing a stake of 40,500 shares — an estimated $1.53M sold.

Silphium Asset Management first reported a position in MLKN in Q3 2020 and held it in 5 quarters. The position peaked at $2.87M in Q3 2020. 262 funds tracked by Wall St. Rank hold MLKN as of Q4 2021.

Silphium Asset Management reported no remaining MillerKnoll position as of Q4 2021 after selling out during the quarter.
Silphium Asset Management sold 40,500 MillerKnoll shares in Q4 2021, an estimated $1.53M.
Silphium Asset Management first reported a position in MillerKnoll in Q3 2020 and held it in 5 quarters.
Silphium Asset Management's MillerKnoll position peaked at $2.87M in Q3 2020.
262 funds tracked by Wall St. Rank held MillerKnoll as of Q4 2021.

Based on Silphium Asset Management's 13F filing for Q4 2021, filed 30 Jan 2025.